ACM
Advisors Capital Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
3,854
+189
| +5% | +$53.9K | 0.02% | 288 |
|
|
2025
Q1 | $942K | Sell |
3,665
-130
| -3% | -$33.4K | 0.01% | 294 |
|
|
2024
Q4 | $1.02M | Buy |
3,795
+293
| +8% | +$79K | 0.02% | 294 |
|
|
2024
Q3 | $922K | Sell |
3,502
-1,340
| -28% | -$353K | 0.02% | 301 |
|
|
2024
Q2 | $1.21M | Hold |
4,842
| – | – | 0.02% | 275 |
|
|
2024
Q1 | $1.16M | Sell |
4,842
-98
| -2% | -$23.5K | 0.02% | 278 |
|
|
2023
Q4 | $1.08M | Sell |
4,940
-302
| -6% | -$65.9K | 0.02% | 282 |
|
|
2023
Q3 | $1.03M | Sell |
5,242
-73
| -1% | -$14.3K | 0.03% | 254 |
|
|
2023
Q2 | $1.08M | Buy |
5,315
+53
| +1% | +$10.8K | 0.03% | 254 |
|
|
2023
Q1 | $983K | Buy |
5,262
+1,339
| +34% | +$250K | 0.03% | 249 |
|
|
2022
Q4 | $683K | Buy |
3,923
+224
| +6% | +$39K | 0.02% | 271 |
|
|
2022
Q3 | $668K | Sell |
3,699
-587
| -14% | -$106K | 0.02% | 286 |
|
|
2022
Q2 | $739K | Buy |
4,286
+505
| +13% | +$87.1K | 0.02% | 266 |
|
|
2022
Q1 | $788K | Sell |
3,781
-97
| -3% | -$20.2K | 0.02% | 267 |
|
|
2021
Q4 | $857K | Buy |
3,878
+128
| +3% | +$28.3K | 0.02% | 270 |
|
|
2021
Q3 | $753K | Sell |
3,750
-9
| -0.2% | -$1.81K | 0.02% | 272 |
|
|
2021
Q2 | $755K | Buy |
3,759
+71
| +2% | +$14.3K | 0.02% | 258 |
|
|
2021
Q1 | $683K | Sell |
3,688
-1,109
| -23% | -$205K | 0.02% | 250 |
|
|
2020
Q4 | $843K | Sell |
4,797
-1,001
| -17% | -$176K | 0.03% | 218 |
|
|
2020
Q3 | $907K | Buy |
5,798
+321
| +6% | +$50.2K | 0.04% | 188 |
|
|
2020
Q2 | $783K | Buy |
5,477
+212
| +4% | +$30.3K | 0.04% | 187 |
|
|
2020
Q1 | $624K | Sell |
5,265
-10,149
| -66% | -$1.2M | 0.04% | 192 |
|
|
2019
Q4 | $2.28M | Buy |
15,414
+143
| +0.9% | +$21.1K | 0.11% | 170 |
|
|
2019
Q3 | $2.08M | Buy |
15,271
+1,390
| +10% | +$190K | 0.11% | 160 |
|
|
2019
Q2 | $1.87M | Buy |
13,881
+1,560
| +13% | +$210K | 0.11% | 162 |
|
|
2019
Q1 | $1.62M | Sell |
12,321
-176
| -1% | -$23.1K | 0.1% | 168 |
|
|
2018
Q4 | $1.44M | Sell |
12,497
-7,960
| -39% | -$914K | 0.1% | 169 |
|
|
2018
Q3 | $2.73M | Sell |
20,457
-613
| -3% | -$81.8K | 0.18% | 142 |
|
|
2018
Q2 | $2.63M | Buy |
21,070
+3,657
| +21% | +$456K | 0.18% | 139 |
|
|
2018
Q1 | $2.11M | Buy |
17,413
+1,005
| +6% | +$122K | 0.16% | 145 |
|
|
2017
Q4 | $2.01M | Buy |
16,408
+471
| +3% | +$57.7K | 0.16% | 142 |
|
|
2017
Q3 | $1.84M | Sell |
15,937
-4,420
| -22% | -$510K | 0.15% | 147 |
|
|
2017
Q2 | $2.26M | Buy |
20,357
+28
| +0.1% | +$3.11K | 0.18% | 128 |
|
|
2017
Q1 | $2.2M | Sell |
20,329
-78
| -0.4% | -$8.43K | 0.19% | 127 |
|
|
2016
Q4 | $2.09M | Buy |
20,407
+28
| +0.1% | +$2.87K | 0.2% | 123 |
|
|
2016
Q3 | $2.02M | Buy |
20,379
+1,354
| +7% | +$134K | 0.2% | 131 |
|
|
2016
Q2 | $1.82M | Buy |
19,025
+638
| +3% | +$61.2K | 0.19% | 127 |
|
|
2016
Q1 | $1.73M | Sell |
18,387
-1,491
| -8% | -$140K | 0.17% | 127 |
|
|
2015
Q4 | $1.86M | Sell |
19,878
-12,471
| -39% | -$1.17M | 0.19% | 112 |
|
|
2015
Q3 | $2.85M | Buy |
32,349
+1,861
| +6% | +$164K | 0.31% | 95 |
|
|
2015
Q2 | $2.89M | Buy |
30,488
+2,175
| +8% | +$206K | 0.31% | 97 |
|
|
2015
Q1 | $2.7M | Buy |
28,313
+11,504
| +68% | +$1.1M | 0.3% | 103 |
|
|
2014
Q4 | $1.59M | Sell |
16,809
-488
| -3% | -$46.1K | 0.19% | 118 |
|
|
2014
Q3 | $1.57M | Sell |
17,297
-92
| -0.5% | -$8.32K | 0.2% | 116 |
|
|
2014
Q2 | $1.57M | Sell |
17,389
-235
| -1% | -$21.2K | 0.21% | 118 |
|
|
2014
Q1 | $1.52M | Buy |
17,624
+468
| +3% | +$40.3K | 0.23% | 108 |
|
|
2013
Q4 | $1.46M | Buy |
17,156
+8,931
| +109% | +$757K | 0.25% | 110 |
|
|
2013
Q3 | $636K | Sell |
8,225
-266
| -3% | -$20.6K | 0.13% | 129 |
|
|
2013
Q2 | $623K | Buy |
+8,491
| New | +$623K | 0.14% | 135 |
|