Ballast Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173K | Sell |
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|
2025
Q1 | $157K | Hold |
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|
2024
Q4 | $165K | Sell |
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|
2024
Q3 | $190K | Sell |
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|
2024
Q2 | $181K | Sell |
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|
2024
Q1 | $198K | Sell |
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|
2023
Q4 | $183K | Sell |
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|
2023
Q3 | $190K | Sell |
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|
2023
Q2 | $212K | Sell |
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|
2023
Q1 | $196K | Sell |
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|
2022
Q4 | $197K | Hold |
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|
2022
Q3 | $185K | Hold |
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|
2022
Q2 | $195K | Hold |
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|
2022
Q1 | $236K | Hold |
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|
2021
Q4 | $250K | Sell |
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|
2021
Q3 | $233K | Hold |
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|
2021
Q2 | $233K | Sell |
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|
2021
Q1 | $216K | Sell |
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|
2020
Q4 | $207K | Sell |
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|
2020
Q3 | $195K | Sell |
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|
2020
Q2 | $214K | Hold |
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|
2020
Q1 | $177K | Sell |
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|
2019
Q4 | $224K | Buy |
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