AWA
Aletheian 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 | $505K | Hold |
1,771
| – | – | 0.25% | 57 |
|
|
2025
Q1 | $455K | Hold |
1,771
| – | – | 0.26% | 60 |
|
|
2024
Q4 | $478K | Hold |
1,771
| – | – | 0.28% | 53 |
|
|
2024
Q3 | $466K | Hold |
1,771
| – | – | 0.27% | 54 |
|
|
2024
Q2 | $442K | Hold |
1,771
| – | – | 0.23% | 66 |
|
|
2024
Q1 | $425K | Hold |
1,771
| – | – | 0.23% | 66 |
|
|
2023
Q4 | $386K | Hold |
1,771
| – | – | 0.26% | 66 |
|
|
2023
Q3 | $347K | Hold |
1,771
| – | – | 0.27% | 66 |
|
|
2023
Q2 | $359K | Hold |
1,771
| – | – | 0.25% | 67 |
|
|
2023
Q1 | $331K | Hold |
1,771
| – | – | 0.29% | 50 |
|
|
2022
Q4 | $309K | Hold |
1,771
| – | – | 0.27% | 66 |
|
|
2022
Q3 | $290K | Hold |
1,771
| – | – | 0.33% | 44 |
|
|
2022
Q2 | $305K | Sell |
1,771
-297
| -14% | -$51.1K | 0.31% | 44 |
|
|
2022
Q1 | $431K | Sell |
2,068
-4,306
| -68% | -$897K | 0.41% | 42 |
|
|
2021
Q4 | $1.41M | Buy |
+6,374
| New | +$1.41M | 1.38% | 16 |
|