Aspiriant LLC’s Vanguard Large-Cap ETF VV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.81M Sell
13,337
-287
-2% -$81.9K 0.12% 77
2025
Q1
$3.5M Buy
13,624
+2,801
+26% +$720K 0.12% 68
2024
Q4
$2.92M Buy
10,823
+11
+0.1% +$2.97K 0.11% 81
2024
Q3
$2.85M Buy
10,812
+241
+2% +$63.5K 0.11% 80
2024
Q2
$2.64M Hold
10,571
0.11% 81
2024
Q1
$2.53M Buy
10,571
+6
+0.1% +$1.44K 0.1% 86
2023
Q4
$2.31M Buy
10,565
+3,147
+42% +$687K 0.1% 90
2023
Q3
$1.45M Buy
7,418
+5
+0.1% +$979 0.07% 105
2023
Q2
$1.5M Buy
7,413
+22
+0.3% +$4.46K 0.08% 101
2023
Q1
$1.38M Sell
7,391
-133
-2% -$24.8K 0.07% 106
2022
Q4
$1.31M Sell
7,524
-126
-2% -$21.9K 0.07% 108
2022
Q3
$1.25M Buy
7,650
+142
+2% +$23.2K 0.06% 102
2022
Q2
$1.3M Sell
7,508
-138
-2% -$23.8K 0.06% 104
2022
Q1
$1.6M Sell
7,646
-960
-11% -$200K 0.09% 100
2021
Q4
$1.9M Sell
8,606
-650
-7% -$144K 0.1% 91
2021
Q3
$1.86M Sell
9,256
-145
-2% -$29.1K 0.11% 76
2021
Q2
$1.89M Buy
9,401
+1,499
+19% +$301K 0.11% 77
2021
Q1
$1.47M Hold
7,902
0.09% 80
2020
Q4
$1.39M Buy
7,902
+1,057
+15% +$186K 0.09% 79
2020
Q3
$1.07M Sell
6,845
-615
-8% -$96.1K 0.08% 96
2020
Q2
$1.07M Buy
7,460
+10
+0.1% +$1.43K 0.1% 76
2020
Q1
$882K Sell
7,450
-337
-4% -$39.9K 0.09% 85
2019
Q4
$1.15M Sell
7,787
-20,425
-72% -$3.02M 0.11% 87
2019
Q3
$3.85M Buy
28,212
+183
+0.7% +$24.9K 0.34% 43
2019
Q2
$3.78M Sell
28,029
-4,034
-13% -$543K 0.32% 50
2019
Q1
$4.16M Sell
32,063
-1,360
-4% -$176K 0.34% 49
2018
Q4
$3.84M Buy
33,423
+272
+0.8% +$31.2K 0.29% 52
2018
Q3
$4.43M Sell
33,151
-23,404
-41% -$3.13M 0.38% 48
2018
Q2
$7.06M Sell
56,555
-2,768
-5% -$345K 0.6% 35
2018
Q1
$7.19M Buy
+59,323
New +$7.19M 0.63% 34
2017
Q4
Sell
-71,533
Closed -$8.26M 184
2017
Q3
$8.26M Buy
71,533
+59,218
+481% +$6.83M 0.69% 35
2017
Q2
$1.37M Sell
12,315
-724
-6% -$80.4K 0.12% 95
2017
Q1
$1.41M Sell
13,039
-511
-4% -$55.2K 0.12% 100
2016
Q4
$1.39M Sell
13,550
-8,170
-38% -$836K 0.13% 89
2016
Q3
$2.15M Buy
21,720
+14,995
+223% +$1.49M 0.21% 67
2016
Q2
$645K Hold
6,725
0.06% 122
2016
Q1
$632K Sell
6,725
-825
-11% -$77.5K 0.06% 119
2015
Q4
$706K Sell
7,550
-16,150
-68% -$1.51M 0.08% 49
2015
Q3
$2.2M Buy
23,700
+7,550
+47% +$700K 0.18% 35
2015
Q2
$1.53M Buy
16,150
+8,600
+114% +$815K 0.15% 35
2015
Q1
$719K Sell
7,550
-1,050
-12% -$100K 0.09% 50
2014
Q4
$812K Buy
+8,600
New +$812K 0.11% 45
2013
Q3
Sell
-3,810
Closed -$280K 63
2013
Q2
$280K Buy
+3,810
New +$280K 0.04% 55