AWM
Aspire Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $799K | Sell |
3,034
-82
| -3% | -$21.6K | 0.43% | 48 |
|
|
2024
Q2 | $778K | Sell |
3,116
-16
| -0.5% | -$3.99K | 0.45% | 43 |
|
|
2024
Q1 | $751K | Buy |
3,132
+17
| +0.5% | +$4.08K | 0.45% | 43 |
|
|
2023
Q4 | $680K | Buy |
3,115
+86
| +3% | +$18.8K | 0.46% | 44 |
|
|
2023
Q3 | $593K | Buy |
3,029
+1
| +0% | +$196 | 0.45% | 45 |
|
|
2023
Q2 | $614K | Sell |
3,028
-203
| -6% | -$41.1K | 0.46% | 47 |
|
|
2023
Q1 | $604K | Sell |
3,231
-7
| -0.2% | -$1.31K | 0.49% | 48 |
|
|
2022
Q4 | $564K | Sell |
3,238
-151
| -4% | -$26.3K | 0.49% | 42 |
|
|
2022
Q3 | $554K | Buy |
3,389
+32
| +1% | +$5.23K | 0.52% | 39 |
|
|
2022
Q2 | $579K | Buy |
3,357
+3
| +0.1% | +$517 | 0.53% | 39 |
|
|
2022
Q1 | $699K | Buy |
3,354
+1,323
| +65% | +$276K | 0.55% | 40 |
|
|
2021
Q4 | $449K | Buy |
+2,031
| New | +$449K | 0.36% | 46 |
|