1WM
1900 Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.18M | Sell |
28,689
-1,327
| -4% | -$379K | 0.62% | 23 |
|
|
2025
Q1 | $7.71M | Sell |
30,016
-831
| -3% | -$214K | 0.64% | 24 |
|
|
2024
Q4 | $8.32M | Sell |
30,847
-68
| -0.2% | -$18.3K | 0.7% | 22 |
|
|
2024
Q3 | $8.14M | Sell |
30,915
-89
| -0.3% | -$23.4K | 0.7% | 25 |
|
|
2024
Q2 | $7.74M | Buy |
31,004
+552
| +2% | +$138K | 0.72% | 24 |
|
|
2024
Q1 | $7.3M | Sell |
30,452
-1,140
| -4% | -$273K | 0.67% | 33 |
|
|
2023
Q4 | $6.89M | Sell |
31,592
-11,441
| -27% | -$2.5M | 0.63% | 36 |
|
|
2023
Q3 | $8.42M | Buy |
43,033
+4,194
| +11% | +$821K | 0.84% | 27 |
|
|
2023
Q2 | $7.87M | Buy |
38,839
+7,348
| +23% | +$1.49M | 0.81% | 30 |
|
|
2023
Q1 | $5.84M | Buy |
31,491
+2,442
| +8% | +$453K | 0.63% | 43 |
|
|
2022
Q4 | $5.06M | Buy |
29,049
+1,130
| +4% | +$197K | 0.55% | 48 |
|
|
2022
Q3 | $4.57M | Buy |
27,919
+2,555
| +10% | +$418K | 0.53% | 50 |
|
|
2022
Q2 | $4.37M | Buy |
25,364
+6,752
| +36% | +$1.16M | 0.48% | 51 |
|
|
2022
Q1 | $3.88M | Buy |
18,612
+11,120
| +148% | +$2.32M | 0.37% | 51 |
|
|
2021
Q4 | $1.66M | Buy |
7,492
+789
| +12% | +$174K | 0.15% | 99 |
|
|
2021
Q3 | $1.35M | Buy |
6,703
+288
| +4% | +$57.8K | 0.13% | 105 |
|
|
2021
Q2 | $1.29M | Buy |
+6,415
| New | +$1.29M | 0.12% | 103 |
|