Aveo Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,654
| Closed | -$1.56M | – | 373 |
|
|
2024
Q1 | $1.56M | Buy |
6,654
+224
| +3% | +$52.6K | 0.17% | 108 |
|
|
2023
Q4 | $1.4M | Sell |
6,430
-545
| -8% | -$119K | 0.17% | 106 |
|
|
2023
Q3 | $1.36M | Buy |
6,975
+516
| +8% | +$101K | 0.18% | 107 |
|
|
2023
Q2 | $1.31M | Buy |
6,459
+681
| +12% | +$138K | 0.17% | 109 |
|
|
2023
Q1 | $1.08M | Buy |
5,778
+6
| +0.1% | +$1.12K | 0.14% | 110 |
|
|
2022
Q4 | $1.01M | Buy |
5,772
+457
| +9% | +$79.6K | 0.15% | 110 |
|
|
2022
Q3 | $869K | Buy |
5,315
+6
| +0.1% | +$981 | 0.15% | 110 |
|
|
2022
Q2 | $915K | Buy |
5,309
+356
| +7% | +$61.4K | 0.15% | 122 |
|
|
2022
Q1 | $1.03M | Buy |
4,953
+5
| +0.1% | +$1.04K | 0.18% | 108 |
|
|
2021
Q4 | $1.09M | Buy |
4,948
+1,355
| +38% | +$300K | 0.2% | 103 |
|
|
2021
Q3 | $722K | Buy |
3,593
+2,000
| +126% | +$402K | 0.15% | 128 |
|
|
2021
Q2 | $320K | Hold |
1,593
| – | – | 0.07% | 204 |
|
|
2021
Q1 | $295K | Buy |
1,593
+95
| +6% | +$17.6K | 0.07% | 196 |
|
|
2020
Q4 | $263K | Sell |
1,498
-41
| -3% | -$7.2K | 0.41% | 55 |
|
|
2020
Q3 | $241K | Buy |
1,539
+41
| +3% | +$6.42K | 0.09% | 173 |
|
|
2020
Q2 | $214K | Buy |
+1,498
| New | +$214K | 0.43% | 50 |
|