BTWM
Baker Tilly 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
Q1 | – | Sell |
-965
| Closed | -$260K | – | 252 |
|
|
2024
Q4 | $260K | Buy |
+965
| New | +$260K | 0.1% | 203 |
|
|
2024
Q1 | – | Sell |
-2,735
| Closed | -$597K | – | 475 |
|
|
2023
Q4 | $597K | Buy |
+2,735
| New | +$597K | 0.1% | 234 |
|
|
2023
Q1 | – | Sell |
-24,939
| Closed | -$4.34M | – | 580 |
|
|
2022
Q4 | $4.34M | Buy |
+24,939
| New | +$4.34M | 0.54% | 44 |
|
|
2022
Q2 | – | Sell |
-7,274
| Closed | -$1.52M | – | 534 |
|
|
2022
Q1 | $1.52M | Buy |
+7,274
| New | +$1.52M | 0.17% | 123 |
|