BIM
Baldwin Investment Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,050
| Closed | -$383K | – | 206 |
|
|
2023
Q1 | $383K | Sell |
2,050
-600
| -23% | -$112K | 0.07% | 154 |
|
|
2022
Q4 | $462K | Hold |
2,650
| – | – | 0.08% | 139 |
|
|
2022
Q3 | $433 | Hold |
2,650
| – | – | 0.09% | 137 |
|
|
2022
Q2 | $457 | Hold |
2,650
| – | – | 0.09% | 147 |
|
|
2022
Q1 | $552 | Sell |
2,650
-30
| -1% | -$6 | 0.08% | 147 |
|
|
2021
Q4 | $592 | Sell |
2,680
-27
| -1% | -$6 | 0.09% | 147 |
|
|
2021
Q3 | $544K | Hold |
2,707
| – | – | 0.09% | 147 |
|
|
2021
Q2 | $543K | Hold |
2,707
| – | – | 0.09% | 153 |
|
|
2021
Q1 | $502K | Hold |
2,707
| – | – | 0.09% | 154 |
|
|
2020
Q4 | $476K | Buy |
+2,707
| New | +$476K | 0.09% | 148 |
|