Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $108M | Buy |
539,852
+41,974
| +8% | +$8.43M | 17.06% | 1 |
|
|
2021
Q2 | $99.9M | Buy |
497,878
+25,085
| +5% | +$5.04M | 15.91% | 1 |
|
|
2021
Q1 | $87.6M | Buy |
472,793
+86,572
| +22% | +$16M | 18.31% | 1 |
|
|
2020
Q4 | $67.9M | Buy |
386,221
+51,340
| +15% | +$9.02M | 16.25% | 1 |
|
|
2020
Q3 | $52.4M | Buy |
334,881
+9,298
| +3% | +$1.45M | 14.87% | 1 |
|
|
2020
Q2 | $46.6M | Buy |
325,583
+49,395
| +18% | +$7.06M | 12.22% | 1 |
|
|
2020
Q1 | $32.7M | Buy |
276,188
+153,281
| +125% | +$18.2M | 10.55% | 2 |
|
|
2019
Q4 | $18.2M | Buy |
122,907
+7,531
| +7% | +$1.11M | 5.24% | 5 |
|
|
2019
Q3 | $15.7M | Buy |
115,376
+13,735
| +14% | +$1.87M | 4.9% | 6 |
|
|
2019
Q2 | $13.7M | Buy |
101,641
+30,718
| +43% | +$4.14M | 4.36% | 6 |
|
|
2019
Q1 | $9.21M | Buy |
70,923
+36,038
| +103% | +$4.68M | 3.08% | 10 |
|
|
2018
Q4 | $4.01M | Buy |
+34,885
| New | +$4.01M | 1.57% | 15 |
|