Berger Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Buy |
6,227
+306
| +5% | +$87.3K | 0.11% | 136 |
|
|
2025
Q1 | $1.52M | Sell |
5,921
-31
| -0.5% | -$7.97K | 0.11% | 151 |
|
|
2024
Q4 | $1.61M | Hold |
5,952
| – | – | 0.11% | 137 |
|
|
2024
Q3 | $1.57M | Sell |
5,952
-20
| -0.3% | -$5.27K | 0.11% | 135 |
|
|
2024
Q2 | $1.49M | Hold |
5,972
| – | – | 0.12% | 127 |
|
|
2024
Q1 | $1.43M | Buy |
5,972
+91
| +2% | +$21.8K | 0.12% | 125 |
|
|
2023
Q4 | $1.28M | Hold |
5,881
| – | – | 0.13% | 112 |
|
|
2023
Q3 | $1.15M | Buy |
5,881
+248
| +4% | +$48.5K | 0.13% | 111 |
|
|
2023
Q2 | $1.14M | Sell |
5,633
-19
| -0.3% | -$3.85K | 0.13% | 109 |
|
|
2023
Q1 | $1.06M | Sell |
5,652
-810
| -13% | -$151K | 0.13% | 106 |
|
|
2022
Q4 | $1.13M | Buy |
6,462
+234
| +4% | +$40.8K | 0.15% | 101 |
|
|
2022
Q3 | $1.02M | Sell |
6,228
-4
| -0.1% | -$654 | 0.15% | 98 |
|
|
2022
Q2 | $1.07M | Buy |
6,232
+4
| +0.1% | +$689 | 0.16% | 87 |
|
|
2022
Q1 | $1.3M | Sell |
6,228
-219
| -3% | -$45.6K | 0.16% | 89 |
|
|
2021
Q4 | $1.43M | Sell |
6,447
-504
| -7% | -$111K | 0.19% | 90 |
|
|
2021
Q3 | $1.4M | Buy |
6,951
+19
| +0.3% | +$3.82K | 0.25% | 71 |
|
|
2021
Q2 | $1.39M | Sell |
6,932
-170
| -2% | -$34.1K | 0.25% | 72 |
|
|
2021
Q1 | $1.32M | Sell |
7,102
-30
| -0.4% | -$5.56K | 0.29% | 71 |
|
|
2020
Q4 | $1.25M | Buy |
+7,132
| New | +$1.25M | 0.22% | 90 |
|