Advisornet Financial’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 | $2.01M | Buy |
7,053
+122
| +2% | +$34.8K | 0.13% | 161 |
|
2025
Q1 | $1.78M | Buy |
6,931
+1,912
| +38% | +$491K | 0.13% | 172 |
|
2024
Q4 | $1.35M | Sell |
5,019
-14
| -0.3% | -$3.78K | 0.11% | 178 |
|
2024
Q3 | $1.33M | Buy |
5,033
+199
| +4% | +$52.4K | 0.1% | 196 |
|
2024
Q2 | $1.21M | Buy |
4,834
+1,062
| +28% | +$265K | 0.11% | 187 |
|
2024
Q1 | $904K | Sell |
3,772
-60
| -2% | -$14.4K | 0.09% | 217 |
|
2023
Q4 | $836K | Buy |
3,832
+7
| +0.2% | +$1.53K | 0.08% | 241 |
|
2023
Q3 | $749K | Buy |
3,825
+2,897
| +312% | +$567K | 0.07% | 243 |
|
2023
Q2 | $188K | Sell |
928
-188
| -17% | -$38.1K | 0.02% | 489 |
|
2023
Q1 | $208K | Hold |
1,116
| – | – | 0.02% | 458 |
|
2022
Q4 | $194K | Sell |
1,116
-34
| -3% | -$5.92K | 0.02% | 478 |
|
2022
Q3 | $188K | Hold |
1,150
| – | – | 0.02% | 509 |
|
2022
Q2 | $198K | Sell |
1,150
-35
| -3% | -$6.03K | 0.02% | 500 |
|
2022
Q1 | $247K | Hold |
1,185
| – | – | 0.02% | 506 |
|
2021
Q4 | $262K | Buy |
1,185
+129
| +12% | +$28.5K | 0.02% | 534 |
|
2021
Q3 | $212K | Buy |
1,056
+50
| +5% | +$10K | 0.01% | 566 |
|
2021
Q2 | $202K | Sell |
1,006
-20
| -2% | -$4.02K | 0.01% | 588 |
|
2021
Q1 | $190K | Sell |
1,026
-142
| -12% | -$26.3K | 0.01% | 569 |
|
2020
Q4 | $205K | Hold |
1,168
| – | – | 0.02% | 499 |
|
2020
Q3 | $183K | Sell |
1,168
-125
| -10% | -$19.6K | 0.02% | 507 |
|
2020
Q2 | $185K | Sell |
1,293
-1,101
| -46% | -$158K | 0.01% | 509 |
|
2020
Q1 | $284K | Sell |
2,394
-253
| -10% | -$30K | 0.03% | 406 |
|
2019
Q4 | $391K | Buy |
2,647
+106
| +4% | +$15.7K | 0.03% | 374 |
|
2019
Q3 | $346K | Buy |
2,541
+301
| +13% | +$41K | 0.03% | 395 |
|
2019
Q2 | $302K | Buy |
2,240
+664
| +42% | +$89.5K | 0.03% | 390 |
|
2019
Q1 | $205K | Buy |
1,576
+288
| +22% | +$37.5K | 0.03% | 424 |
|
2018
Q4 | $148K | Buy |
1,288
+56
| +5% | +$6.44K | 0.02% | 441 |
|
2018
Q3 | $164K | Hold |
1,232
| – | – | 0.02% | 452 |
|
2018
Q2 | $154K | Sell |
1,232
-350
| -22% | -$43.8K | 0.02% | 442 |
|
2018
Q1 | $192K | Hold |
1,582
| – | – | 0.03% | 397 |
|
2017
Q4 | $194K | Buy |
+1,582
| New | +$194K | 0.03% | 354 |
|