Accel Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-94
| Closed | -$17.6K | – | 859 |
|
|
2023
Q1 | $17.6K | Sell |
94
-10
| -10% | -$1.87K | 0.01% | 750 |
|
|
2022
Q4 | $18.1K | Sell |
104
-11
| -10% | -$1.92K | 0.01% | 580 |
|
|
2022
Q3 | $20K | Sell |
115
-10
| -8% | -$1.74K | 0.01% | 557 |
|
|
2022
Q2 | $22K | Buy |
125
+32
| +34% | +$5.63K | 0.01% | 526 |
|
|
2022
Q1 | $19K | Hold |
93
| – | – | 0.01% | 578 |
|
|
2021
Q4 | $20K | Buy |
93
+1
| +1% | +$215 | 0.01% | 575 |
|
|
2021
Q3 | $19K | Hold |
92
| – | – | 0.01% | 516 |
|
|
2021
Q2 | $19K | Hold |
92
| – | – | 0.01% | 567 |
|
|
2021
Q1 | $17K | Buy |
92
+52
| +130% | +$9.61K | 0.01% | 552 |
|
|
2020
Q4 | $7K | Buy |
+40
| New | +$7K | 0.01% | 679 |
|