Black Diamond Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.72M | Buy |
19,146
+1
| +0% | +$313 | 0.62% | 34 |
|
|
2025
Q4 | $6.03M | Sell |
19,145
-637
| -3% | -$199K | 0.64% | 36 |
|
|
2025
Q3 | $6.09M | Buy |
19,782
+1
| +0% | +$296 | 0.68% | 35 |
|
|
2025
Q2 | $5.64M | Sell |
19,781
-34
| -0.2% | -$8.96K | 0.88% | 30 |
|
|
2025
Q1 | $5.09M | Buy |
19,815
+90
| +0.5% | +$24.4K | 0.76% | 32 |
|
|
2024
Q4 | $5.32M | Buy |
19,725
+1
| +0% | +$271 | 0.8% | 32 |
|
|
2024
Q3 | $5.19M | Sell |
19,724
-189
| -0.9% | -$47.9K | 0.88% | 32 |
|
|
2024
Q2 | $4.97M | Sell |
19,913
-66
| -0.3% | -$15.9K | 0.96% | 29 |
|
|
2024
Q1 | $4.36M | Hold |
19,979
| – | – | 1.18% | 23 |
|
|
2023
Q4 | $4.36M | Sell |
19,979
-1
| -0% | -$204 | 1.18% | 23 |
|
|
2023
Q3 | $3.91M | Buy |
19,980
+1
| +0% | +$204 | 1.2% | 23 |
|
|
2023
Q2 | $4.05M | Buy |
19,979
+23
| +0.1% | +$4.41K | 1.2% | 23 |
|
|
2023
Q1 | $3.73M | Buy |
19,956
+41
| +0.2% | +$7.46K | 1.22% | 22 |
|
|
2022
Q4 | $3.47M | Buy |
19,915
+42
| +0.2% | +$7.37K | 1.25% | 21 |
|
|
2022
Q3 | $3.25M | Buy |
19,873
+21
| +0.1% | +$3.82K | 1.31% | 21 |
|
|
2022
Q2 | $3.42M | Buy |
19,852
+1
| +0% | +$188 | 1.35% | 20 |
|
|
2022
Q1 | $4.14M | Sell |
19,851
-92
| -0.5% | -$18.9K | 1.31% | 22 |
|
|
2021
Q4 | $4.41M | Buy |
19,943
+3,898
| +24% | +$836K | 1.48% | 17 |
|
|
2021
Q3 | $3.22M | Sell |
16,045
-3,739
| -19% | -$773K | 1.55% | 16 |
|
|
2021
Q2 | $3.97M | Buy |
19,784
+81
| +0.4% | +$15.8K | 1.55% | 15 |
|
|
2021
Q1 | $3.65M | Buy |
19,703
+1
| +0% | +$181 | 1.55% | 15 |
|
|
2020
Q4 | $3.46M | Buy |
19,702
+20
| +0.1% | +$3.32K | 1.59% | 15 |
|
|
2020
Q3 | $3.08M | Hold |
19,682
| – | – | 1.73% | 14 |
|
|
2020
Q2 | $2.81M | Buy |
19,682
+2
| +0% | +$270 | 1.84% | 16 |
|
|
2020
Q1 | $2.33M | Buy |
19,680
+1,145
| +6% | +$161K | 1.77% | 19 |
|
|
2019
Q4 | $2.74M | Sell |
18,535
-2,489
| -12% | -$352K | 1.98% | 19 |
|
|
2019
Q3 | $2.87M | Buy |
21,024
+2,376
| +13% | +$322K | 2.11% | 18 |
|
|
2019
Q2 | $2.51M | Buy |
18,648
+2
| +0% | +$265 | 2.14% | 19 |
|
|
2019
Q1 | $2.42M | Sell |
18,646
-1,749
| -9% | -$219K | 2.16% | 19 |
|
|
2018
Q4 | $2.32M | Buy |
+20,395
| New | +$2.53M | 1.83% | 21 |
|
Other funds holding VV
NMIFOAC
VGA
JFGLC