Bison Wealth’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
Q4 | – | Sell |
-65
| Closed | -$13K | – | 466 |
|
|
2021
Q3 | $13K | Hold |
65
| – | – | 0.01% | 391 |
|
|
2021
Q2 | $13K | Hold |
65
| – | – | 0.01% | 394 |
|
|
2021
Q1 | $12K | Hold |
65
| – | – | 0.01% | 408 |
|
|
2020
Q4 | $11K | Hold |
65
| – | – | 0.01% | 363 |
|
|
2020
Q3 | $10K | Hold |
65
| – | – | 0.01% | 320 |
|
|
2020
Q2 | $9K | Hold |
65
| – | – | 0.01% | 317 |
|
|
2020
Q1 | $8K | Sell |
65
-76
| -54% | -$9.35K | 0.01% | 298 |
|
|
2019
Q4 | $21K | Buy |
+141
| New | +$21K | 0.01% | 334 |
|