AO
Advisor OS’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,425
| Closed | -$475K | – | 352 |
|
|
2023
Q3 | $475K | Hold |
2,425
| – | – | 0.07% | 193 |
|
|
2023
Q2 | $492K | Hold |
2,425
| – | – | 0.08% | 202 |
|
|
2023
Q1 | $453K | Hold |
2,425
| – | – | 0.11% | 172 |
|
|
2022
Q4 | $422K | Buy |
+2,425
| New | +$422K | 0.11% | 160 |
|
|
2022
Q3 | – | Sell |
-2,425
| Closed | -$418K | – | 212 |
|
|
2022
Q2 | $418K | Buy |
+2,425
| New | +$418K | 0.12% | 153 |
|
|
2020
Q3 | – | Sell |
-2,425
| Closed | -$347K | – | 170 |
|
|
2020
Q2 | $347K | Buy |
+2,425
| New | +$347K | 0.21% | 98 |
|