AIM
Athena Investment Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
4,536
+166
| +4% | +$47.4K | 0.72% | 31 |
|
|
2025
Q1 | $1.12M | Buy |
4,370
+400
| +10% | +$103K | 0.68% | 37 |
|
|
2024
Q4 | $1.07M | Buy |
3,970
+730
| +23% | +$197K | 0.62% | 36 |
|
|
2024
Q3 | $853K | Hold |
3,240
| – | – | 0.49% | 51 |
|
|
2024
Q2 | $809K | Hold |
3,240
| – | – | 0.49% | 48 |
|
|
2024
Q1 | $777K | Hold |
3,240
| – | – | 0.47% | 51 |
|
|
2023
Q4 | $707K | Hold |
3,240
| – | – | 0.46% | 55 |
|
|
2023
Q3 | $634K | Hold |
3,240
| – | – | 0.45% | 56 |
|
|
2023
Q2 | $657K | Buy |
3,240
+500
| +18% | +$101K | 0.45% | 54 |
|
|
2023
Q1 | $512K | Hold |
2,740
| – | – | 0.37% | 65 |
|
|
2022
Q4 | $477K | Hold |
2,740
| – | – | 0.35% | 65 |
|
|
2022
Q3 | $448K | Buy |
2,740
+340
| +14% | +$55.6K | 0.38% | 63 |
|
|
2022
Q2 | $414K | Buy |
+2,400
| New | +$414K | 0.33% | 69 |
|