Advocacy Wealth Management Services’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 | $1.5M | Sell |
5,265
-5,189
| -50% | -$1.48M | 0.09% | 49 |
|
|
2025
Q1 | $2.69M | Sell |
10,454
-64
| -0.6% | -$16.5K | 0.18% | 45 |
|
|
2024
Q4 | $2.84M | Hold |
10,518
| – | – | 0.22% | 38 |
|
|
2024
Q3 | $2.77M | Sell |
10,518
-65
| -0.6% | -$17.1K | 0.22% | 30 |
|
|
2024
Q2 | $2.64M | Sell |
10,583
-1,112
| -10% | -$278K | 0.22% | 32 |
|
|
2024
Q1 | $2.8M | Buy |
+11,695
| New | +$2.8M | 0.24% | 34 |
|
|
2016
Q1 | – | Sell |
-4,855
| Closed | -$454K | – | 566 |
|
|
2015
Q4 | $454K | Buy |
+4,855
| New | +$454K | 0.51% | 54 |
|
|
2013
Q3 | $835K | Buy |
10,779
+8,305
| +336% | +$643K | 2.28% | 8 |
|
|
2013
Q2 | $182K | Buy |
+2,474
| New | +$182K | 0.73% | 40 |
|