Bedel Financial Consulting’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-80
| Closed | -$17K | – | 905 |
|
|
2022
Q1 | $17K | Hold |
80
| – | – | 0.01% | 577 |
|
|
2021
Q4 | $18K | Sell |
80
-10
| -11% | -$2.25K | 0.01% | 591 |
|
|
2021
Q3 | $18K | Hold |
90
| – | – | 0.01% | 574 |
|
|
2021
Q2 | $18K | Sell |
90
-76
| -46% | -$15.2K | 0.01% | 585 |
|
|
2021
Q1 | $31K | Sell |
166
-49
| -23% | -$9.15K | 0.01% | 447 |
|
|
2020
Q4 | $38K | Hold |
215
| – | – | 0.02% | 354 |
|
|
2020
Q3 | $34K | Sell |
215
-51
| -19% | -$8.07K | 0.02% | 353 |
|
|
2020
Q2 | $38K | Hold |
266
| – | – | 0.02% | 313 |
|
|
2020
Q1 | $32K | Sell |
266
-26
| -9% | -$3.13K | 0.02% | 327 |
|
|
2019
Q4 | $43K | Hold |
292
| – | – | 0.02% | 307 |
|
|
2019
Q3 | $40K | Hold |
292
| – | – | 0.02% | 305 |
|
|
2019
Q2 | $39K | Hold |
292
| – | – | 0.02% | 309 |
|
|
2019
Q1 | $38K | Hold |
292
| – | – | 0.02% | 306 |
|
|
2018
Q4 | $34K | Hold |
292
| – | – | 0.02% | 296 |
|
|
2018
Q3 | $37K | Buy |
292
+128
| +78% | +$16.2K | 0.02% | 305 |
|
|
2018
Q2 | $20K | Buy |
+164
| New | +$20K | 0.01% | 383 |
|