AFAS
Acorn Financial Advisory Services’s Vanguard Large-Cap ETF VV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.01M | Sell |
3,554
-116
| -3% | -$33.1K | 0.17% | 67 |
|
2025
Q1 | $943K | Sell |
3,670
-392
| -10% | -$101K | 0.17% | 70 |
|
2024
Q4 | $1.1M | Sell |
4,062
-363
| -8% | -$97.9K | 0.18% | 64 |
|
2024
Q3 | $1.17M | Sell |
4,425
-13
| -0.3% | -$3.42K | 0.21% | 54 |
|
2024
Q2 | $1.11M | Sell |
4,438
-22
| -0.5% | -$5.49K | 0.21% | 58 |
|
2024
Q1 | $1.07M | Sell |
4,460
-278
| -6% | -$66.7K | 0.2% | 67 |
|
2023
Q4 | $1.03M | Sell |
4,738
-544
| -10% | -$119K | 0.18% | 87 |
|
2023
Q3 | $1.03M | Buy |
5,282
+4
| +0.1% | +$783 | 0.18% | 84 |
|
2023
Q2 | $1.07M | Buy |
5,278
+3
| +0.1% | +$608 | 0.19% | 77 |
|
2023
Q1 | $985K | Buy |
5,275
+190
| +4% | +$35.5K | 0.19% | 78 |
|
2022
Q4 | $886K | Buy |
5,085
+326
| +7% | +$56.8K | 0.19% | 80 |
|
2022
Q3 | $778K | Buy |
+4,759
| New | +$778K | 0.19% | 84 |
|