AF
Apexium Financial’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.31M | Sell |
25,619
-510
| -2% | -$146K | 0.39% | 40 |
|
|
2025
Q1 | $6.72M | Sell |
26,129
-16
| -0.1% | -$4.11K | 0.4% | 39 |
|
|
2024
Q4 | $7.05M | Buy |
26,145
+286
| +1% | +$77.1K | 0.43% | 34 |
|
|
2024
Q3 | $6.81M | Hold |
25,859
| – | – | 0.45% | 33 |
|
|
2024
Q2 | $6.46M | Hold |
25,859
| – | – | 0.46% | 32 |
|
|
2024
Q1 | $6.2M | Hold |
25,859
| – | – | 0.47% | 29 |
|
|
2023
Q4 | $5.64M | Sell |
25,859
-3,693
| -12% | -$806K | 0.41% | 35 |
|
|
2023
Q3 | $5.78M | Hold |
29,552
| – | – | 0.58% | 24 |
|
|
2023
Q2 | $5.99M | Hold |
29,552
| – | – | 0.53% | 24 |
|
|
2023
Q1 | $5.52M | Hold |
29,552
| – | – | 0.54% | 24 |
|
|
2022
Q4 | $5.15M | Sell |
29,552
-654
| -2% | -$114K | 0.53% | 23 |
|
|
2022
Q3 | $4.94M | Buy |
30,206
+5,039
| +20% | +$824K | 0.61% | 22 |
|
|
2022
Q2 | $4.34M | Buy |
25,167
+1,837
| +8% | +$317K | 2.49% | 9 |
|
|
2022
Q1 | $5.16M | Hold |
23,330
| – | – | 2.71% | 9 |
|
|
2021
Q4 | $5.16M | Hold |
23,330
| – | – | 2.66% | 9 |
|
|
2021
Q3 | $4.69M | Hold |
23,330
| – | – | 2.71% | 9 |
|
|
2021
Q2 | $4.68M | Hold |
23,330
| – | – | 2.91% | 10 |
|
|
2021
Q1 | $4.32M | Hold |
23,330
| – | – | 3.17% | 10 |
|
|
2020
Q4 | $4.1M | Buy |
23,330
+256
| +1% | +$45K | 3.24% | 10 |
|
|
2020
Q3 | $3.61M | Hold |
23,074
| – | – | 2.93% | 12 |
|
|
2020
Q2 | $3.3M | Buy |
23,074
+9,679
| +72% | +$1.38M | 2.99% | 10 |
|
|
2020
Q1 | $1.59M | Buy |
13,395
+11,699
| +690% | +$1.39M | 2.1% | 15 |
|
|
2019
Q4 | $251K | Buy |
+1,696
| New | +$251K | 0.32% | 57 |
|