Berkeley Capital Partners’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.15M | Sell |
|
|||||
|
2025
Q2 | $1.07M | Hold |
|
|||||
|
2025
Q1 | $960K | Sell |
|
|||||
|
2024
Q4 | $1.01M | Sell |
|
|||||
|
2024
Q3 | $1M | Sell |
|
|||||
|
2024
Q2 | $955K | Sell |
|
|||||
|
2024
Q1 | $924K | Sell |
|
|||||
|
2023
Q4 | $914K | Sell |
|
|||||
|
2023
Q3 | $822K | Sell |
|
|||||
|
2023
Q2 | $865K | Sell |
|
|||||
|
2023
Q1 | $813K | Sell |
|
|||||
|
2022
Q4 | $799K | Sell |
|
|||||
|
2022
Q3 | $804K | Buy |
|
|||||
|
2022
Q2 | $844K | Buy |
|
|||||
|
2022
Q1 | $973K | Sell |
|
|||||
|
2021
Q4 | $1.06M | Sell |
|
|||||
|
2021
Q3 | $985K | Sell |
|
|||||
|
2021
Q2 | $1M | Sell |
|
|||||
|
2021
Q1 | $944K | Sell |
|
|||||
|
2020
Q4 | $1M | Sell |
|
|||||
|
2020
Q3 | $906K | Sell |
|
|||||
|
2020
Q2 | $841K | Sell |
|
|||||
|
2020
Q1 | $740K | Buy |
|
|||||
|
2019
Q4 | $760K | Sell |
|
|||||
|
2019
Q3 | $707K | Sell |
|
|||||
|
2019
Q2 | $713K | Sell |
|
|||||
|
2019
Q1 | $692K | Sell |
|
|||||
|
2018
Q4 | $624K | Buy |
|
|||||
|
2018
Q3 | $699K | Sell |
|
|||||
|
2018
Q2 | $677K | Sell |
|
|||||
|
2018
Q1 | $671K | Sell |
|
|||||
|
2017
Q4 | $767K | Sell |
|
|||||
|
2017
Q3 | $723K | Sell |
|
|||||
|
2017
Q2 | $820K | Sell |
|
|||||
|
2017
Q1 | $828K | Sell |
|
|||||
|
2016
Q4 | $804K | Buy |
|
|||||
|
2016
Q3 | $778K | Buy |
|
|||||
|
2016
Q2 | $750K | Buy |
|
|||||
|
2016
Q1 | $692K | Sell |
|
|||||
|
2015
Q4 | $730K | Buy |
|