AWA
Archvest 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 | $406K | Hold |
1,425
| – | – | 0.35% | 44 |
|
|
2025
Q1 | $366K | Sell |
1,425
-21
| -1% | -$5.4K | 0.3% | 48 |
|
|
2024
Q4 | $390K | Buy |
1,446
+7
| +0.5% | +$1.89K | 0.28% | 46 |
|
|
2024
Q3 | $379K | Buy |
1,439
+35
| +2% | +$9.21K | 0.24% | 46 |
|
|
2024
Q2 | $351K | Hold |
1,404
| – | – | 0.23% | 46 |
|
|
2024
Q1 | $336K | Buy |
1,404
+64
| +5% | +$15.3K | 0.24% | 46 |
|
|
2023
Q4 | $292K | Buy |
1,340
+74
| +6% | +$16.1K | 0.22% | 45 |
|
|
2023
Q3 | $248K | Buy |
1,266
+4
| +0.3% | +$783 | 0.2% | 43 |
|
|
2023
Q2 | $256K | Buy |
1,262
+5
| +0.4% | +$1.01K | 0.21% | 42 |
|
|
2023
Q1 | $235K | Sell |
1,257
-15,653
| -93% | -$2.93M | 0.21% | 43 |
|
|
2022
Q4 | $1.39M | Buy |
16,910
+15,662
| +1,255% | +$1.29M | 1.38% | 16 |
|
|
2022
Q3 | $204K | Buy |
1,248
+5
| +0.4% | +$817 | 0.21% | 42 |
|
|
2022
Q2 | $214K | Buy |
1,243
+4
| +0.3% | +$689 | 0.21% | 36 |
|
|
2022
Q1 | $258K | Buy |
1,239
+3
| +0.2% | +$625 | 0.23% | 38 |
|
|
2021
Q4 | $273K | Buy |
+1,236
| New | +$273K | 0.24% | 41 |
|