BPA
Beacon Pointe Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $22.4M | Buy |
78,529
+271
| +0.3% | +$77.3K | 0.23% | 99 |
|
2025
Q1 | $20.1M | Sell |
78,258
-3,921
| -5% | -$1.01M | 0.23% | 106 |
|
2024
Q4 | $22.2M | Buy |
82,179
+1,722
| +2% | +$464K | 0.25% | 97 |
|
2024
Q3 | $21.2M | Sell |
80,457
-101
| -0.1% | -$26.6K | 0.24% | 97 |
|
2024
Q2 | $20.1M | Sell |
80,558
-1,302
| -2% | -$325K | 0.24% | 96 |
|
2024
Q1 | $19.6M | Buy |
81,860
+1,526
| +2% | +$366K | 0.22% | 111 |
|
2023
Q4 | $17.5M | Sell |
80,334
-180,037
| -69% | -$39.3M | 0.21% | 115 |
|
2023
Q3 | $51M | Buy |
260,371
+241,014
| +1,245% | +$47.2M | 0.63% | 33 |
|
2023
Q2 | $3.92M | Sell |
19,357
-382
| -2% | -$77.4K | 0.06% | 254 |
|
2023
Q1 | $3.69M | Sell |
19,739
-769
| -4% | -$144K | 0.06% | 269 |
|
2022
Q4 | $3.57M | Sell |
20,508
-99
| -0.5% | -$17.2K | 0.07% | 251 |
|
2022
Q3 | $3.37M | Sell |
20,607
-1,079
| -5% | -$177K | 0.08% | 222 |
|
2022
Q2 | $3.74M | Sell |
21,686
-1,912
| -8% | -$330K | 0.08% | 222 |
|
2022
Q1 | $4.92M | Buy |
23,598
+22,638
| +2,358% | +$4.72M | 0.07% | 256 |
|
2021
Q4 | $212K | Sell |
960
-359
| -27% | -$79.3K | 0.01% | 856 |
|
2021
Q3 | $265K | Sell |
1,319
-93
| -7% | -$18.7K | 0.01% | 751 |
|
2021
Q2 | $283K | Buy |
1,412
+276
| +24% | +$55.3K | 0.01% | 676 |
|
2021
Q1 | $211K | Sell |
1,136
-28
| -2% | -$5.2K | 0.01% | 493 |
|
2020
Q4 | $205K | Buy |
+1,164
| New | +$205K | 0.01% | 471 |
|