Accredited Investors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
850
-15
| -2% | -$4.28K | 0.01% | 216 |
|
|
2025
Q1 | $222K | Sell |
865
-395
| -31% | -$102K | 0.01% | 219 |
|
|
2024
Q4 | $340K | Hold |
1,260
| – | – | 0.02% | 170 |
|
|
2024
Q3 | $332K | Buy |
1,260
+15
| +1% | +$3.95K | 0.02% | 167 |
|
|
2024
Q2 | $311K | Buy |
1,245
+45
| +4% | +$11.2K | 0.02% | 158 |
|
|
2024
Q1 | $288K | Sell |
1,200
-600
| -33% | -$144K | 0.02% | 168 |
|
|
2023
Q4 | $393K | Sell |
1,800
-278
| -13% | -$60.6K | 0.03% | 135 |
|
|
2023
Q3 | $407K | Buy |
2,078
+278
| +15% | +$54.4K | 0.03% | 126 |
|
|
2023
Q2 | $365K | Hold |
1,800
| – | – | 0.03% | 127 |
|
|
2023
Q1 | $336K | Buy |
+1,800
| New | +$336K | 0.03% | 135 |
|
|
2015
Q4 | – | Sell |
-2,908
| Closed | -$257K | – | 94 |
|
|
2015
Q3 | $257K | Hold |
2,908
| – | – | 0.07% | 71 |
|
|
2015
Q2 | $276K | Hold |
2,908
| – | – | 0.07% | 60 |
|
|
2015
Q1 | $277K | Hold |
2,908
| – | – | 0.07% | 58 |
|
|
2014
Q4 | $275K | Hold |
2,908
| – | – | 0.08% | 59 |
|
|
2014
Q3 | $264K | Buy |
+2,908
| New | +$264K | 0.08% | 61 |
|