BFA
Beaumont Financial 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 | $3.39M | Buy |
11,878
+1,016
| +9% | +$290K | 0.25% | 66 |
|
|
2025
Q1 | $2.79M | Buy |
10,862
+340
| +3% | +$87.4K | 0.22% | 73 |
|
|
2024
Q4 | $2.84M | Sell |
10,522
-99
| -0.9% | -$26.7K | 0.21% | 74 |
|
|
2024
Q3 | $2.8M | Sell |
10,621
-70
| -0.7% | -$18.4K | 0.22% | 69 |
|
|
2024
Q2 | $2.67M | Buy |
10,691
+100
| +0.9% | +$25K | 0.21% | 69 |
|
|
2024
Q1 | $2.54M | Buy |
10,591
+317
| +3% | +$76K | 0.21% | 70 |
|
|
2023
Q4 | $2.24M | Sell |
10,274
-4
| -0% | -$873 | 0.2% | 74 |
|
|
2023
Q3 | $2.01M | Sell |
10,278
-29
| -0.3% | -$5.68K | 0.2% | 73 |
|
|
2023
Q2 | $2.09M | Sell |
10,307
-285
| -3% | -$57.8K | 0.19% | 78 |
|
|
2023
Q1 | $1.98M | Sell |
10,592
-438
| -4% | -$81.8K | 0.2% | 71 |
|
|
2022
Q4 | $1.92M | Buy |
11,030
+291
| +3% | +$50.7K | 0.19% | 80 |
|
|
2022
Q3 | $1.76M | Buy |
10,739
+1,045
| +11% | +$171K | 0.17% | 85 |
|
|
2022
Q2 | $1.67M | Sell |
9,694
-1,514
| -14% | -$261K | 0.15% | 95 |
|
|
2022
Q1 | $2.34M | Buy |
11,208
+101
| +0.9% | +$21.1K | 0.18% | 99 |
|
|
2021
Q4 | $2.46M | Buy |
11,107
+70
| +0.6% | +$15.5K | 0.18% | 85 |
|
|
2021
Q3 | $2.22M | Sell |
11,037
-436
| -4% | -$87.6K | 0.17% | 92 |
|
|
2021
Q2 | $2.3M | Buy |
11,473
+522
| +5% | +$105K | 0.18% | 86 |
|
|
2021
Q1 | $2.03M | Buy |
10,951
+1,896
| +21% | +$351K | 0.17% | 95 |
|
|
2020
Q4 | $1.59M | Buy |
9,055
+131
| +1% | +$23K | 0.14% | 108 |
|
|
2020
Q3 | $1.4M | Sell |
8,924
-57
| -0.6% | -$8.92K | 0.13% | 113 |
|
|
2020
Q2 | $1.28M | Buy |
8,981
+543
| +6% | +$77.6K | 0.13% | 121 |
|
|
2020
Q1 | $999K | Buy |
8,438
+617
| +8% | +$73K | 0.13% | 104 |
|
|
2019
Q4 | $1.16M | Buy |
7,821
+1,124
| +17% | +$166K | 0.11% | 120 |
|
|
2019
Q3 | $913K | Buy |
6,697
+666
| +11% | +$90.8K | 0.09% | 134 |
|
|
2019
Q2 | $813K | Sell |
6,031
-197
| -3% | -$26.6K | 0.08% | 131 |
|
|
2019
Q1 | $808K | Buy |
6,228
+344
| +6% | +$44.6K | 0.09% | 127 |
|
|
2018
Q4 | $676K | Buy |
+5,884
| New | +$676K | 0.11% | 104 |
|