AWP
Abacus Wealth Partners’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Hold |
1,711
| – | – | 0.07% | 58 |
|
|
2025
Q1 | $440K | Sell |
1,711
-61
| -3% | -$15.7K | 0.07% | 50 |
|
|
2024
Q4 | $478K | Hold |
1,772
| – | – | 0.07% | 47 |
|
|
2024
Q3 | $467K | Hold |
1,772
| – | – | 0.07% | 51 |
|
|
2024
Q2 | $442K | Sell |
1,772
-28
| -2% | -$6.99K | 0.07% | 54 |
|
|
2024
Q1 | $432K | Sell |
1,800
-37
| -2% | -$8.87K | 0.07% | 53 |
|
|
2023
Q4 | $401K | Hold |
1,837
| – | – | 0.07% | 49 |
|
|
2023
Q3 | $359K | Hold |
1,837
| – | – | 0.11% | 51 |
|
|
2023
Q2 | $372K | Hold |
1,837
| – | – | 0.11% | 55 |
|
|
2023
Q1 | $346K | Sell |
1,837
-79
| -4% | -$14.9K | 0.11% | 57 |
|
|
2022
Q4 | $334K | Sell |
1,916
-37
| -2% | -$6.45K | 0.12% | 47 |
|
|
2022
Q3 | $319K | Hold |
1,953
| – | – | 0.17% | 48 |
|
|
2022
Q2 | $337K | Hold |
1,953
| – | – | 0.17% | 51 |
|
|
2022
Q1 | $407K | Hold |
1,953
| – | – | 0.18% | 45 |
|
|
2021
Q4 | $432K | Hold |
1,953
| – | – | 0.15% | 57 |
|
|
2021
Q3 | $392K | Hold |
1,953
| – | – | 0.14% | 56 |
|
|
2021
Q2 | $392K | Hold |
1,953
| – | – | 0.15% | 53 |
|
|
2021
Q1 | $362K | Hold |
1,953
| – | – | 0.26% | 52 |
|
|
2020
Q4 | $343K | Buy |
+1,953
| New | +$343K | 0.3% | 51 |
|