Avantax Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,335
| Closed | -$209K | – | 312 |
|
|
2020
Q3 | $209K | Buy |
+1,335
| New | +$209K | 0.01% | 279 |
|
|
2018
Q4 | – | Sell |
-950
| Closed | -$127K | – | 1174 |
|
|
2018
Q3 | $127K | Buy |
+950
| New | +$127K | 0.01% | 299 |
|
|
2018
Q2 | – | Sell |
-950
| Closed | -$115K | – | 1451 |
|
|
2018
Q1 | $115K | Buy |
+950
| New | +$115K | 0.01% | 388 |
|