AWA
Alaska Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $306K | Buy |
+1,074
| New | +$306K | 0.04% | 60 |
|
2024
Q4 | – | Sell |
-477
| Closed | -$125K | – | 110 |
|
2024
Q3 | $125K | Sell |
477
-14
| -3% | -$3.68K | 0.02% | 81 |
|
2024
Q2 | $122K | Hold |
491
| – | – | 0.02% | 75 |
|
2024
Q1 | $118K | Hold |
491
| – | – | 0.02% | 79 |
|
2023
Q4 | $107K | Sell |
491
-135
| -22% | -$29.4K | 0.02% | 77 |
|
2023
Q3 | $122K | Buy |
+626
| New | +$122K | 0.02% | 68 |
|