BA
Bellwether 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 | $302K | Hold |
1,060
| – | – | 0.05% | 102 |
|
|
2025
Q1 | $272K | Hold |
1,060
| – | – | 0.06% | 104 |
|
|
2024
Q4 | $286K | Sell |
1,060
-34
| -3% | -$9.17K | 0.05% | 111 |
|
|
2024
Q3 | $288K | Hold |
1,094
| – | – | 0.06% | 102 |
|
|
2024
Q2 | $273K | Hold |
1,094
| – | – | 0.06% | 102 |
|
|
2024
Q1 | $262K | Hold |
1,094
| – | – | 0.06% | 108 |
|
|
2023
Q4 | $239K | Sell |
1,094
-156
| -12% | -$34K | 0.06% | 107 |
|
|
2023
Q3 | $245K | Sell |
1,250
-9
| -0.7% | -$1.76K | 0.07% | 104 |
|
|
2023
Q2 | $255K | Hold |
1,259
| – | – | 0.08% | 79 |
|
|
2023
Q1 | $235K | Sell |
1,259
-390
| -24% | -$72.9K | 0.06% | 117 |
|
|
2022
Q4 | $287K | Sell |
1,649
-56
| -3% | -$9.76K | 0.08% | 107 |
|
|
2022
Q3 | $278K | Sell |
1,705
-180
| -10% | -$29.3K | 0.09% | 93 |
|
|
2022
Q2 | $324K | Sell |
1,885
-1,169
| -38% | -$201K | 0.1% | 100 |
|
|
2022
Q1 | $636K | Sell |
3,054
-241
| -7% | -$50.2K | 0.19% | 86 |
|
|
2021
Q4 | $728K | Sell |
3,295
-76
| -2% | -$16.8K | 0.23% | 72 |
|
|
2021
Q3 | $677K | Sell |
3,371
-78
| -2% | -$15.7K | 0.23% | 76 |
|
|
2021
Q2 | $692K | Sell |
3,449
-12
| -0.3% | -$2.41K | 0.24% | 79 |
|
|
2021
Q1 | $641K | Sell |
3,461
-697
| -17% | -$129K | 0.25% | 65 |
|
|
2020
Q4 | $730K | Buy |
+4,158
| New | +$730K | 0.32% | 54 |
|