AIA
Arcadia Investment 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 | $19.5M | Buy |
68,184
+145
| +0.2% | +$41.4K | 10.08% | 1 |
|
|
2025
Q1 | $17.5M | Sell |
68,039
-827
| -1% | -$213K | 9.78% | 1 |
|
|
2024
Q4 | $18.6M | Sell |
68,866
-2,200
| -3% | -$593K | 10.12% | 1 |
|
|
2024
Q3 | $18.7M | Sell |
71,066
-1,525
| -2% | -$402K | 10.03% | 1 |
|
|
2024
Q2 | $18.1M | Sell |
72,591
-1,775
| -2% | -$443K | 10.29% | 1 |
|
|
2024
Q1 | $17.8M | Sell |
74,366
-1,951
| -3% | -$468K | 10.18% | 1 |
|
|
2023
Q4 | $16.6M | Sell |
76,317
-556
| -0.7% | -$121K | 10.04% | 1 |
|
|
2023
Q3 | $15M | Sell |
76,873
-867
| -1% | -$170K | 9.96% | 1 |
|
|
2023
Q2 | $15.8M | Sell |
77,740
-162
| -0.2% | -$32.8K | 10.33% | 1 |
|
|
2023
Q1 | $14.6M | Sell |
77,902
-3,487
| -4% | -$651K | 10.01% | 1 |
|
|
2022
Q4 | $14.2M | Sell |
81,389
-2,128
| -3% | -$371K | 9.9% | 1 |
|
|
2022
Q3 | $13.7M | Sell |
83,517
-65
| -0.1% | -$10.6K | 10.33% | 1 |
|
|
2022
Q2 | $14.4M | Sell |
83,582
-306
| -0.4% | -$52.7K | 10.58% | 1 |
|
|
2022
Q1 | $17.5M | Sell |
83,888
-1,463
| -2% | -$305K | 10.63% | 1 |
|
|
2021
Q4 | $18.9M | Sell |
85,351
-310
| -0.4% | -$68.5K | 9.65% | 2 |
|
|
2021
Q3 | $17.2M | Sell |
85,661
-248
| -0.3% | -$49.8K | 9.28% | 2 |
|
|
2021
Q2 | $17.2M | Sell |
85,909
-24
| -0% | -$4.82K | 9.21% | 2 |
|
|
2021
Q1 | $15.9M | Sell |
85,933
-29
| -0% | -$5.37K | 8.75% | 2 |
|
|
2020
Q4 | $15.1M | Sell |
85,962
-123
| -0.1% | -$21.6K | 8.62% | 2 |
|
|
2020
Q3 | $13.5M | Sell |
86,085
-270
| -0.3% | -$42.2K | 8.6% | 2 |
|
|
2020
Q2 | $12.3M | Sell |
86,355
-125
| -0.1% | -$17.9K | 8.38% | 2 |
|
|
2020
Q1 | $10.2M | Sell |
86,480
-1,363
| -2% | -$161K | 8.13% | 2 |
|
|
2019
Q4 | $13M | Sell |
87,843
-7,763
| -8% | -$1.15M | 8.53% | 2 |
|
|
2019
Q3 | $13M | Sell |
95,606
-736
| -0.8% | -$100K | 8.79% | 2 |
|
|
2019
Q2 | $13M | Sell |
96,342
-425
| -0.4% | -$57.3K | 8.81% | 2 |
|
|
2019
Q1 | $12.6M | Sell |
96,767
-242
| -0.2% | -$31.4K | 9.46% | 2 |
|
|
2018
Q4 | $11.1M | Sell |
97,009
-796
| -0.8% | -$91.4K | 9.79% | 2 |
|
|
2018
Q3 | $13.1M | Sell |
97,805
-3,323
| -3% | -$444K | 10.15% | 2 |
|
|
2018
Q2 | $12.6M | Sell |
101,128
-1,015
| -1% | -$127K | 9.99% | 2 |
|
|
2018
Q1 | $12.4M | Sell |
102,143
-3,488
| -3% | -$423K | 10.6% | 2 |
|
|
2017
Q4 | $12.9M | Buy |
+105,631
| New | +$12.9M | 11.05% | 2 |
|