BHWM
Beaird Harris 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
Q1 | $118K | Hold |
460
| – | – | 0.01% | 152 |
|
|
2024
Q4 | $124K | Hold |
460
| – | – | 0.01% | 152 |
|
|
2024
Q3 | $121K | Hold |
460
| – | – | 0.01% | 159 |
|
|
2024
Q2 | $115K | Sell |
460
-19
| -4% | -$4.74K | 0.01% | 155 |
|
|
2024
Q1 | $115K | Buy |
479
+19
| +4% | +$4.56K | 0.01% | 149 |
|
|
2023
Q4 | $100K | Sell |
460
-78
| -14% | -$17K | 0.01% | 141 |
|
|
2023
Q3 | $105K | Sell |
538
-165
| -23% | -$32.3K | 0.01% | 126 |
|
|
2023
Q2 | $143K | Hold |
703
| – | – | 0.02% | 118 |
|
|
2023
Q1 | $131K | Buy |
703
+79
| +13% | +$14.8K | 0.02% | 113 |
|
|
2022
Q4 | $109K | Hold |
624
| – | – | 0.02% | 126 |
|
|
2022
Q3 | $102K | Hold |
624
| – | – | 0.02% | 113 |
|
|
2022
Q2 | $108K | Buy |
624
+1
| +0.2% | +$173 | 0.03% | 90 |
|
|
2022
Q1 | $130K | Buy |
623
+17
| +3% | +$3.55K | 0.05% | 111 |
|
|
2021
Q4 | $134K | Buy |
+606
| New | +$134K | 0.05% | 139 |
|