Avantax Advisory Services’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 | $6.35M | Buy |
22,260
+11,031
| +98% | +$3.15M | 0.03% | 374 |
|
|
2025
Q1 | $2.89M | Buy |
11,229
+233
| +2% | +$59.9K | 0.02% | 593 |
|
|
2024
Q4 | $2.97M | Buy |
10,996
+237
| +2% | +$63.9K | 0.02% | 562 |
|
|
2024
Q3 | $2.83M | Sell |
10,759
-717
| -6% | -$189K | 0.02% | 559 |
|
|
2024
Q2 | $2.86M | Buy |
11,476
+2,214
| +24% | +$553K | 0.02% | 543 |
|
|
2024
Q1 | $2.22M | Buy |
9,262
+1,186
| +15% | +$284K | 0.02% | 515 |
|
|
2023
Q4 | $1.76M | Buy |
8,076
+233
| +3% | +$50.8K | 0.02% | 540 |
|
|
2023
Q3 | $1.53M | Buy |
7,843
+184
| +2% | +$36K | 0.02% | 545 |
|
|
2023
Q2 | $1.55M | Sell |
7,659
-29
| -0.4% | -$5.88K | 0.02% | 539 |
|
|
2023
Q1 | $1.44M | Buy |
7,688
+625
| +9% | +$117K | 0.02% | 543 |
|
|
2022
Q4 | $1.23M | Sell |
7,063
-1,180
| -14% | -$206K | 0.02% | 559 |
|
|
2022
Q3 | $1.35M | Buy |
8,243
+22
| +0.3% | +$3.6K | 0.02% | 476 |
|
|
2022
Q2 | $1.42M | Buy |
8,221
+1,948
| +31% | +$336K | 0.02% | 458 |
|
|
2022
Q1 | $1.31M | Buy |
6,273
+623
| +11% | +$130K | 0.02% | 473 |
|
|
2021
Q4 | $1.25M | Buy |
5,650
+222
| +4% | +$49.1K | 0.02% | 464 |
|
|
2021
Q3 | $1.09M | Buy |
5,428
+83
| +2% | +$16.7K | 0.02% | 464 |
|
|
2021
Q2 | $1.07M | Buy |
5,345
+354
| +7% | +$71K | 0.02% | 458 |
|
|
2021
Q1 | $925K | Buy |
4,991
+574
| +13% | +$106K | 0.02% | 445 |
|
|
2020
Q4 | $776K | Sell |
4,417
-29,272
| -87% | -$5.14M | 0.02% | 430 |
|
|
2020
Q3 | $5.27M | Buy |
33,689
+29,615
| +727% | +$4.63M | 0.08% | 203 |
|
|
2020
Q2 | $581K | Buy |
4,074
+105
| +3% | +$15K | 0.02% | 447 |
|
|
2020
Q1 | $471K | Sell |
3,969
-508
| -11% | -$60.3K | 0.01% | 448 |
|
|
2019
Q4 | $664K | Buy |
+4,477
| New | +$664K | 0.02% | 411 |
|