AWM
Abound 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 | $22.4M | Buy |
78,515
+64,854
| +475% | +$18.5M | 6.33% | 5 |
|
|
2025
Q1 | $3.51M | Buy |
13,661
+12
| +0.1% | +$3.08K | 1.17% | 16 |
|
|
2024
Q4 | $3.68M | Buy |
13,649
+40
| +0.3% | +$10.8K | 1.18% | 15 |
|
|
2024
Q3 | $3.58M | Sell |
13,609
-870
| -6% | -$229K | 1.19% | 15 |
|
|
2024
Q2 | $3.61M | Sell |
14,479
-19
| -0.1% | -$4.74K | 1.33% | 13 |
|
|
2024
Q1 | $3.48M | Sell |
14,498
-30
| -0.2% | -$7.19K | 1.32% | 14 |
|
|
2023
Q4 | $3.17M | Sell |
14,528
-140
| -1% | -$30.5K | 1.27% | 15 |
|
|
2023
Q3 | $2.87M | Buy |
14,668
+29
| +0.2% | +$5.68K | 1.22% | 16 |
|
|
2023
Q2 | $2.97M | Sell |
14,639
-8
| -0.1% | -$1.62K | 1.24% | 16 |
|
|
2023
Q1 | $2.74M | Sell |
14,647
-65
| -0.4% | -$12.1K | 1.23% | 16 |
|
|
2022
Q4 | $2.56M | Sell |
14,712
-832
| -5% | -$145K | 1.25% | 15 |
|
|
2022
Q3 | $2.54M | Buy |
15,544
+55
| +0.4% | +$9K | 1.37% | 16 |
|
|
2022
Q2 | $2.67M | Buy |
15,489
+50
| +0.3% | +$8.62K | 1.49% | 15 |
|
|
2022
Q1 | $3.22M | Buy |
15,439
+40
| +0.3% | +$8.34K | 2.32% | 11 |
|
|
2021
Q4 | $3.4M | Buy |
+15,399
| New | +$3.4M | 2.67% | 10 |
|