BCWM
Bartlett & Co 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
Q2 | $2.62M | Buy |
9,154
+56
| +0.6% | +$16K | 0.04% | 173 |
|
|
2025
Q1 | $2.34M | Sell |
9,098
-4
| -0% | -$1.03K | 0.03% | 178 |
|
|
2024
Q4 | $2.45M | Sell |
9,102
-176
| -2% | -$47.5K | 0.04% | 178 |
|
|
2024
Q3 | $2.45M | Buy |
9,278
+4
| +0% | +$1.06K | 0.04% | 179 |
|
|
2024
Q2 | $2.32M | Buy |
9,274
+11
| +0.1% | +$2.76K | 0.04% | 183 |
|
|
2024
Q1 | $2.22M | Buy |
9,263
+85
| +0.9% | +$20.4K | 0.03% | 188 |
|
|
2023
Q4 | $2.01M | Buy |
9,178
+62
| +0.7% | +$13.6K | 0.03% | 206 |
|
|
2023
Q3 | $1.78M | Sell |
9,116
-109
| -1% | -$21.3K | 0.03% | 204 |
|
|
2023
Q2 | $1.87M | Buy |
9,225
+200
| +2% | +$40.5K | 0.03% | 204 |
|
|
2023
Q1 | $1.69M | Sell |
9,025
-783
| -8% | -$146K | 0.03% | 188 |
|
|
2022
Q4 | $1.71M | Buy |
9,808
+2,250
| +30% | +$392K | 0.03% | 191 |
|
|
2022
Q3 | $1.24M | Buy |
7,558
+4,344
| +135% | +$711K | 0.03% | 200 |
|
|
2022
Q2 | $554K | Sell |
3,214
-1,280
| -28% | -$221K | 0.01% | 273 |
|
|
2022
Q1 | $937K | Buy |
4,494
+2,055
| +84% | +$428K | 0.02% | 232 |
|
|
2021
Q4 | $539K | Sell |
2,439
-25
| -1% | -$5.53K | 0.01% | 288 |
|
|
2021
Q3 | $495K | Sell |
2,464
-95
| -4% | -$19.1K | 0.01% | 259 |
|
|
2021
Q2 | $514K | Sell |
2,559
-63
| -2% | -$12.6K | 0.01% | 260 |
|
|
2021
Q1 | $486K | Hold |
2,622
| – | – | 0.01% | 263 |
|
|
2020
Q4 | $461K | Hold |
2,622
| – | – | 0.01% | 264 |
|
|
2020
Q3 | $410K | Hold |
2,622
| – | – | 0.01% | 256 |
|
|
2020
Q2 | $375K | Hold |
2,622
| – | – | 0.01% | 259 |
|
|
2020
Q1 | $311K | Sell |
2,622
-46
| -2% | -$5.45K | 0.01% | 261 |
|
|
2019
Q4 | $394K | Sell |
2,668
-250
| -9% | -$37K | 0.01% | 278 |
|
|
2019
Q3 | $398K | Hold |
2,918
| – | – | 0.01% | 271 |
|
|
2019
Q2 | $395K | Hold |
2,918
| – | – | 0.01% | 214 |
|
|
2019
Q1 | $381K | Hold |
2,918
| – | – | 0.01% | 217 |
|
|
2018
Q4 | $335K | Hold |
2,918
| – | – | 0.01% | 220 |
|
|
2018
Q3 | $391K | Hold |
2,918
| – | – | 0.01% | 214 |
|
|
2018
Q2 | $364K | Sell |
2,918
-121
| -4% | -$15.1K | 0.01% | 216 |
|
|
2018
Q1 | $368K | Buy |
+3,039
| New | +$368K | 0.02% | 213 |
|