AdvicePeriod’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $2.73M | Buy |
13,601
+185
| +1% | +$37.1K | 0.18% | 51 |
|
|
2021
Q1 | $2.49M | Buy |
13,416
+19
| +0.1% | +$3.52K | 0.18% | 50 |
|
|
2020
Q4 | $2.35M | Sell |
13,397
-937
| -7% | -$165K | 0.18% | 51 |
|
|
2020
Q3 | $2.24M | Buy |
14,334
+313
| +2% | +$49K | 0.2% | 53 |
|
|
2020
Q2 | $2.01M | Hold |
14,021
| – | – | 0.22% | 51 |
|
|
2020
Q1 | $1.66M | Buy |
14,021
+11,500
| +456% | +$1.36M | 0.17% | 62 |
|
|
2019
Q4 | $373K | Sell |
2,521
-70
| -3% | -$10.4K | 0.03% | 83 |
|
|
2019
Q3 | $353K | Hold |
2,591
| – | – | 0.03% | 80 |
|
|
2019
Q2 | $349K | Buy |
+2,591
| New | +$349K | 0.03% | 76 |
|