AG
Advocate Group’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3M | Buy |
60,706
+1,941
| +3% | +$554K | 3.1% | 3 |
|
|
2025
Q1 | $15.1M | Buy |
58,765
+758
| +1% | +$195K | 2.75% | 5 |
|
|
2024
Q4 | $15.6M | Buy |
58,007
+3,138
| +6% | +$846K | 2.95% | 3 |
|
|
2024
Q3 | $14.4M | Buy |
54,869
+1,533
| +3% | +$404K | 2.62% | 5 |
|
|
2024
Q2 | $13.3M | Buy |
53,336
+2,610
| +5% | +$652K | 2.68% | 3 |
|
|
2024
Q1 | $12.2M | Sell |
50,726
-486
| -0.9% | -$117K | 2.42% | 5 |
|
|
2023
Q4 | $11.2M | Sell |
51,212
-844
| -2% | -$184K | 2.4% | 6 |
|
|
2023
Q3 | $10.2M | Sell |
52,056
-1,522
| -3% | -$298K | 2.36% | 5 |
|
|
2023
Q2 | $10.9M | Sell |
53,578
-1,126
| -2% | -$228K | 2.39% | 6 |
|
|
2023
Q1 | $10.2M | Buy |
54,704
+1,283
| +2% | +$240K | 2.23% | 6 |
|
|
2022
Q4 | $9.31M | Buy |
53,421
+322
| +0.6% | +$56.1K | 2% | 10 |
|
|
2022
Q3 | $8.69M | Buy |
53,099
+844
| +2% | +$138K | 2.15% | 9 |
|
|
2022
Q2 | $9.01M | Buy |
+52,255
| New | +$9.01M | 2.1% | 11 |
|