Belpointe Asset Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
3,853
+1,134
| +42% | +$324K | 0.05% | 330 |
|
|
2025
Q1 | $699K | Buy |
2,719
+1,653
| +155% | +$425K | 0.04% | 446 |
|
|
2024
Q4 | $276K | Hold |
1,066
| – | – | 0.02% | 688 |
|
|
2024
Q3 | $281K | Hold |
1,066
| – | – | 0.02% | 684 |
|
|
2024
Q2 | $266K | Sell |
1,066
-148
| -12% | -$36.9K | 0.02% | 627 |
|
|
2024
Q1 | $291K | Sell |
1,214
-1,373
| -53% | -$329K | 0.02% | 605 |
|
|
2023
Q4 | $564K | Sell |
2,587
-100
| -4% | -$21.8K | 0.05% | 333 |
|
|
2023
Q3 | $526K | Buy |
2,687
+235
| +10% | +$46K | 0.05% | 322 |
|
|
2023
Q2 | $497K | Sell |
2,452
-1,767
| -42% | -$358K | 0.05% | 311 |
|
|
2023
Q1 | $788K | Sell |
4,219
-3,325
| -44% | -$621K | 0.04% | 404 |
|
|
2022
Q4 | $1.31M | Sell |
7,544
-1,915
| -20% | -$334K | 0.08% | 256 |
|
|
2022
Q3 | $1.55M | Sell |
9,459
-1,121
| -11% | -$183K | 0.1% | 209 |
|
|
2022
Q2 | $1.82M | Buy |
10,580
+64
| +0.6% | +$11K | 0.12% | 181 |
|
|
2022
Q1 | $2.19M | Sell |
10,516
-3,430
| -25% | -$715K | 0.13% | 161 |
|
|
2021
Q4 | $3.08M | Sell |
13,946
-218
| -2% | -$48.2K | 0.19% | 108 |
|
|
2021
Q3 | $2.85M | Buy |
14,164
+13,114
| +1,249% | +$2.64M | 0.19% | 109 |
|
|
2021
Q2 | $211K | Sell |
1,050
-100
| -9% | -$20.1K | 0.02% | 819 |
|
|
2021
Q1 | $213K | Sell |
1,150
-160
| -12% | -$29.6K | 0.02% | 729 |
|
|
2020
Q4 | $230K | Buy |
+1,310
| New | +$230K | 0.02% | 655 |
|