BFO
Biltmore Family Office’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3M | Sell |
50,147
-1,940
| -4% | -$555K | 2.42% | 6 |
|
|
2025
Q1 | $13.4M | Sell |
52,087
-436
| -0.8% | -$112K | 2.28% | 5 |
|
|
2024
Q4 | $14.2M | Sell |
52,523
-5,121
| -9% | -$1.38M | 2.38% | 4 |
|
|
2024
Q3 | $15.2M | Buy |
57,644
+455
| +0.8% | +$120K | 2.6% | 4 |
|
|
2024
Q2 | $14.3M | Buy |
57,189
+1,513
| +3% | +$379K | 2.64% | 5 |
|
|
2024
Q1 | $13.3M | Buy |
55,676
+9,209
| +20% | +$2.21M | 2.63% | 4 |
|
|
2023
Q4 | $10.1M | Sell |
46,467
-339
| -0.7% | -$74K | 2.09% | 6 |
|
|
2023
Q3 | $9.16M | Buy |
46,806
+2,373
| +5% | +$464K | 2.08% | 6 |
|
|
2023
Q2 | $9.01M | Sell |
44,433
-1,124
| -2% | -$228K | 1.91% | 5 |
|
|
2023
Q1 | $8.51M | Sell |
45,557
-7,586
| -14% | -$1.42M | 1.79% | 6 |
|
|
2022
Q4 | $9.26M | Sell |
53,143
-2,923
| -5% | -$509K | 1.9% | 6 |
|
|
2022
Q3 | $9.17M | Buy |
56,066
+1,607
| +3% | +$263K | 2.1% | 5 |
|
|
2022
Q2 | $9.39M | Buy |
54,459
+7,797
| +17% | +$1.34M | 2.34% | 5 |
|
|
2022
Q1 | $9.73M | Buy |
46,662
+7,032
| +18% | +$1.47M | 2.08% | 6 |
|
|
2021
Q4 | $8.76M | Buy |
39,630
+993
| +3% | +$219K | 1.67% | 8 |
|
|
2021
Q3 | $7.76M | Buy |
38,637
+1,767
| +5% | +$355K | 1.88% | 7 |
|
|
2021
Q2 | $7.4M | Buy |
36,870
+584
| +2% | +$117K | 2.1% | 6 |
|
|
2021
Q1 | $6.72M | Buy |
36,286
+713
| +2% | +$132K | 2.09% | 6 |
|
|
2020
Q4 | $6.25M | Sell |
35,573
-240
| -0.7% | -$42.2K | 1.88% | 6 |
|
|
2020
Q3 | $5.6M | Sell |
35,813
-5,331
| -13% | -$834K | 3.13% | 5 |
|
|
2020
Q2 | $5.88M | Sell |
41,144
-3,536
| -8% | -$506K | 3.54% | 5 |
|
|
2020
Q1 | $5.29M | Buy |
44,680
+219
| +0.5% | +$25.9K | 3.48% | 3 |
|
|
2019
Q4 | $6.57M | Sell |
44,461
-3,074
| -6% | -$454K | 2.64% | 5 |
|
|
2019
Q3 | $6.48M | Sell |
47,535
-616
| -1% | -$84K | 2.8% | 5 |
|
|
2019
Q2 | $6.52M | Sell |
48,151
-721
| -1% | -$97.6K | 3.53% | 3 |
|
|
2019
Q1 | $6.38M | Buy |
48,872
+800
| +2% | +$104K | 3.24% | 2 |
|
|
2018
Q4 | $5.52M | Buy |
48,072
+7,850
| +20% | +$902K | 3.12% | 2 |
|
|
2018
Q3 | $5.4M | Buy |
40,222
+761
| +2% | +$102K | 2.57% | 7 |
|
|
2018
Q2 | $4.92M | Buy |
39,461
+2,970
| +8% | +$371K | 2.45% | 9 |
|
|
2018
Q1 | $4.42M | Buy |
36,491
+7,394
| +25% | +$896K | 1.97% | 12 |
|
|
2017
Q4 | $3.57M | Buy |
+29,097
| New | +$3.57M | 1.61% | 17 |
|