AFS
Axiom Financial Strategies’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,592
| Closed | -$419K | – | 46 |
|
|
2024
Q3 | $419K | Hold |
1,592
| – | – | 0.22% | 29 |
|
|
2024
Q2 | $397K | Hold |
1,592
| – | – | 0.26% | 24 |
|
|
2024
Q1 | $382K | Hold |
1,592
| – | – | 0.24% | 27 |
|
|
2023
Q4 | $347K | Hold |
1,592
| – | – | 0.23% | 27 |
|
|
2023
Q3 | $312K | Hold |
1,592
| – | – | 0.21% | 27 |
|
|
2023
Q2 | $323K | Hold |
1,592
| – | – | 0.19% | 29 |
|
|
2023
Q1 | $297K | Sell |
1,592
-36,356
| -96% | -$6.79M | 0.17% | 28 |
|
|
2022
Q4 | $6.61M | Buy |
+37,948
| New | +$6.61M | 4.15% | 9 |
|