AP
Appleton Partners’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
4,615
-297
| -6% | -$84.8K | 0.09% | 122 |
|
|
2025
Q1 | $1.26M | Buy |
4,912
+595
| +14% | +$153K | 0.1% | 117 |
|
|
2024
Q4 | $1.16M | Hold |
4,317
| – | – | 0.09% | 128 |
|
|
2024
Q3 | $1.14M | Hold |
4,317
| – | – | 0.08% | 128 |
|
|
2024
Q2 | $1.08M | Sell |
4,317
-1,235
| -22% | -$308K | 0.08% | 129 |
|
|
2024
Q1 | $1.33M | Buy |
+5,552
| New | +$1.33M | 0.1% | 123 |
|