Adero Partners’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
Q1 | $5.63M | Hold |
21,909
| – | – | 0.37% | 34 |
|
|
2024
Q4 | $5.91M | Sell |
21,909
-270
| -1% | -$72.8K | 0.38% | 35 |
|
|
2024
Q3 | $5.84M | Hold |
22,179
| – | – | 0.39% | 33 |
|
|
2024
Q2 | $5.54M | Hold |
22,179
| – | – | 0.4% | 33 |
|
|
2024
Q1 | $5.32M | Hold |
22,179
| – | – | 0.4% | 33 |
|
|
2023
Q4 | $4.84M | Buy |
22,179
+1,530
| +7% | +$334K | 0.41% | 31 |
|
|
2023
Q3 | $4.04M | Hold |
20,649
| – | – | 0.39% | 30 |
|
|
2023
Q2 | $4.19M | Hold |
20,649
| – | – | 0.41% | 31 |
|
|
2023
Q1 | $3.86M | Hold |
20,649
| – | – | 0.42% | 33 |
|
|
2022
Q4 | $3.6M | Hold |
20,649
| – | – | 0.43% | 27 |
|
|
2022
Q3 | $3.57M | Buy |
+20,649
| New | +$3.57M | 0.45% | 32 |
|