AE Wealth 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 | $929K | Sell |
3,255
-208
| -6% | -$59.3K | 0.01% | 746 |
|
|
2025
Q1 | $890K | Buy |
3,463
+80
| +2% | +$20.6K | 0.01% | 738 |
|
|
2024
Q4 | $912K | Sell |
3,383
-8,158
| -71% | -$2.2M | 0.01% | 724 |
|
|
2024
Q3 | $3.04M | Buy |
11,541
+8,190
| +244% | +$2.16M | 0.03% | 433 |
|
|
2024
Q2 | $837K | Buy |
3,351
+319
| +11% | +$79.6K | 0.01% | 746 |
|
|
2024
Q1 | $727K | Sell |
3,032
-106,608
| -97% | -$25.6M | 0.01% | 728 |
|
|
2023
Q4 | $24.5M | Sell |
109,640
-6,136
| -5% | -$1.37M | 0.13% | 185 |
|
|
2023
Q3 | $22.7M | Sell |
115,776
-2,745
| -2% | -$537K | 0.14% | 172 |
|
|
2023
Q2 | $24M | Buy |
118,521
+98,426
| +490% | +$20M | 0.14% | 163 |
|
|
2023
Q1 | $3.75M | Buy |
20,095
+6,537
| +48% | +$1.22M | 0.02% | 585 |
|
|
2022
Q4 | $2.36M | Buy |
13,558
+6,117
| +82% | +$1.07M | 0.02% | 685 |
|
|
2022
Q3 | $1.22M | Sell |
7,441
-1,774
| -19% | -$290K | 0.01% | 874 |
|
|
2022
Q2 | $1.59M | Buy |
9,215
+2,281
| +33% | +$393K | 0.01% | 739 |
|
|
2022
Q1 | $1.45M | Buy |
6,934
+2,866
| +70% | +$598K | 0.01% | 797 |
|
|
2021
Q4 | $899K | Sell |
4,068
-4,627
| -53% | -$1.02M | 0.01% | 970 |
|
|
2021
Q3 | $1.75M | Buy |
8,695
+4,383
| +102% | +$881K | 0.01% | 685 |
|
|
2021
Q2 | $866K | Sell |
4,312
-166
| -4% | -$33.3K | 0.01% | 891 |
|
|
2021
Q1 | $830K | Buy |
4,478
+800
| +22% | +$148K | 0.01% | 834 |
|
|
2020
Q4 | $646K | Buy |
3,678
+149
| +4% | +$26.2K | 0.01% | 869 |
|
|
2020
Q3 | $552K | Buy |
3,529
+95
| +3% | +$14.9K | 0.01% | 850 |
|
|
2020
Q2 | $491K | Sell |
3,434
-1,115
| -25% | -$159K | 0.01% | 885 |
|
|
2020
Q1 | $539K | Buy |
4,549
+1,682
| +59% | +$199K | 0.01% | 653 |
|
|
2019
Q4 | $424K | Buy |
+2,867
| New | +$424K | 0.01% | 787 |
|