Annis Gardner Whiting Capital Advisors’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 | $5.14K | Buy |
18
+6
| +50% | +$1.71K | ﹤0.01% | 844 |
|
|
2025
Q1 | $3.09K | Hold |
12
| – | – | ﹤0.01% | 663 |
|
|
2024
Q4 | $3.24K | Sell |
12
-3
| -20% | -$809 | ﹤0.01% | 650 |
|
|
2024
Q3 | $3.95K | Hold |
15
| – | – | ﹤0.01% | 652 |
|
|
2024
Q2 | $3.75K | Hold |
15
| – | – | ﹤0.01% | 802 |
|
|
2024
Q1 | $3.6K | Hold |
15
| – | – | ﹤0.01% | 798 |
|
|
2023
Q4 | $3.27K | Hold |
15
| – | – | ﹤0.01% | 585 |
|
|
2023
Q3 | $2.94K | Buy |
+15
| New | +$2.94K | ﹤0.01% | 580 |
|