AWM
Atticus Wealth 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 | $3.5M | Sell |
12,268
-95
| -0.8% | -$27.1K | 0.95% | 19 |
|
|
2025
Q1 | $3.18M | Sell |
12,363
-717
| -5% | -$184K | 1.04% | 20 |
|
|
2024
Q4 | $3.53M | Sell |
13,080
-568
| -4% | -$153K | 1.1% | 19 |
|
|
2024
Q3 | $3.59M | Sell |
13,648
-87
| -0.6% | -$22.9K | 1.15% | 17 |
|
|
2024
Q2 | $3.43M | Sell |
13,735
-37
| -0.3% | -$9.24K | 1.12% | 17 |
|
|
2024
Q1 | $3.3M | Sell |
13,772
-291
| -2% | -$69.8K | 1.08% | 17 |
|
|
2023
Q4 | $3.07M | Sell |
14,063
-2,084
| -13% | -$455K | 1.08% | 17 |
|
|
2023
Q3 | $3.16M | Sell |
16,147
-954
| -6% | -$187K | 1.21% | 16 |
|
|
2023
Q2 | $3.47M | Sell |
17,101
-144
| -0.8% | -$29.2K | 1.28% | 16 |
|
|
2023
Q1 | $3.22M | Sell |
17,245
-1,002
| -5% | -$187K | 1.23% | 16 |
|
|
2022
Q4 | $3.18M | Buy |
18,247
+38
| +0.2% | +$6.62K | 1.31% | 15 |
|
|
2022
Q3 | $3.14M | Hold |
18,209
| – | – | 1.52% | 14 |
|
|
2022
Q2 | $3.14M | Buy |
18,209
+13
| +0.1% | +$2.24K | 1.3% | 17 |
|
|
2022
Q1 | $3.79M | Buy |
18,196
+763
| +4% | +$159K | 1.39% | 18 |
|
|
2021
Q4 | $3.85M | Buy |
17,433
+902
| +5% | +$199K | 1.5% | 17 |
|
|
2021
Q3 | $3.32M | Buy |
16,531
+721
| +5% | +$145K | 1.46% | 16 |
|
|
2021
Q2 | $3.17M | Buy |
15,810
+220
| +1% | +$44.2K | 1.38% | 20 |
|
|
2021
Q1 | $2.89M | Sell |
15,590
-693
| -4% | -$128K | 1.38% | 21 |
|
|
2020
Q4 | $2.86M | Buy |
16,283
+595
| +4% | +$105K | 1.44% | 18 |
|
|
2020
Q3 | $2.45M | Sell |
15,688
-5,089
| -24% | -$796K | 1.46% | 19 |
|
|
2020
Q2 | $2.97M | Buy |
20,777
+678
| +3% | +$97K | 1.96% | 12 |
|
|
2020
Q1 | $2.38M | Sell |
20,099
-1,500
| -7% | -$178K | 1.92% | 15 |
|
|
2019
Q4 | $3.19M | Buy |
+21,599
| New | +$3.19M | 2.04% | 15 |
|