Balasa Dinverno & Foltz’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $568K | Hold |
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|
2022
Q2 | $598K | Hold |
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|
2022
Q1 | $724K | Sell |
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|
2021
Q4 | $788K | Sell |
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|
2021
Q3 | $753K | Sell |
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|
2021
Q2 | $767K | Hold |
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|
2021
Q1 | $708K | Hold |
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|
2020
Q4 | $671K | Hold |
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|
2020
Q3 | $598K | Sell |
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|
2020
Q2 | $699K | Hold |
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|
2020
Q1 | $579K | Hold |
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|
2019
Q4 | $722K | Hold |
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|
2019
Q3 | $666K | Hold |
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|
2019
Q2 | $658K | Buy |
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|
2019
Q1 | $380K | Hold |
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|
2018
Q4 | $337K | Hold |
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|
2018
Q3 | $391K | Hold |
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|
2018
Q2 | $366K | Buy |
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