BIA
Bell Investment 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 | $1.29M | Buy |
4,532
+974
| +27% | +$278K | 0.22% | 48 |
|
|
2025
Q1 | $914K | Buy |
3,558
+2
| +0.1% | +$514 | 0.17% | 52 |
|
|
2024
Q4 | $959K | Buy |
3,556
+11
| +0.3% | +$2.97K | 0.18% | 50 |
|
|
2024
Q3 | $933K | Buy |
3,545
+7
| +0.2% | +$1.84K | 0.17% | 51 |
|
|
2024
Q2 | $883K | Hold |
3,538
| – | – | 0.17% | 53 |
|
|
2024
Q1 | $848K | Buy |
3,538
+6
| +0.2% | +$1.44K | 0.17% | 52 |
|
|
2023
Q4 | $771K | Sell |
3,532
-254
| -7% | -$55.4K | 0.16% | 51 |
|
|
2023
Q3 | $741K | Buy |
3,786
+3
| +0.1% | +$587 | 0.17% | 49 |
|
|
2023
Q2 | $767K | Sell |
3,783
-11
| -0.3% | -$2.23K | 0.17% | 48 |
|
|
2023
Q1 | $709K | Buy |
3,794
+7
| +0.2% | +$1.31K | 0.17% | 47 |
|
|
2022
Q4 | $660K | Buy |
3,787
+108
| +3% | +$18.8K | 0.16% | 48 |
|
|
2022
Q3 | $602K | Sell |
3,679
-19
| -0.5% | -$3.11K | 0.19% | 43 |
|
|
2022
Q2 | $637K | Buy |
+3,698
| New | +$637K | 0.2% | 45 |
|
|
2021
Q4 | $772K | Buy |
3,492
+4
| +0.1% | +$884 | 0.21% | 43 |
|
|
2021
Q3 | $701K | Buy |
+3,488
| New | +$701K | 0.21% | 44 |
|