BFA
Bluestem Financial Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Hold |
8,372
| – | – | 1.02% | 19 |
|
|
2025
Q1 | $2.15M | Sell |
8,372
-136
| -2% | -$35K | 1.01% | 17 |
|
|
2024
Q4 | $2.29M | Sell |
8,508
-64
| -0.7% | -$17.3K | 1.08% | 17 |
|
|
2024
Q3 | $2.26M | Sell |
8,572
-42
| -0.5% | -$11.1K | 1.05% | 17 |
|
|
2024
Q2 | $2.15M | Sell |
8,614
-1,038
| -11% | -$259K | 1.09% | 17 |
|
|
2024
Q1 | $2.31M | Buy |
9,652
+28
| +0.3% | +$6.71K | 1.2% | 17 |
|
|
2023
Q4 | $2.1M | Sell |
9,624
-12
| -0.1% | -$2.62K | 1.22% | 16 |
|
|
2023
Q3 | $1.89M | Buy |
9,636
+29
| +0.3% | +$5.68K | 1.15% | 16 |
|
|
2023
Q2 | $1.95M | Sell |
9,607
-979
| -9% | -$198K | 1.18% | 16 |
|
|
2023
Q1 | $1.98M | Buy |
10,586
+11
| +0.1% | +$2.06K | 1.22% | 16 |
|
|
2022
Q4 | $1.84M | Sell |
10,575
-283
| -3% | -$49.3K | 1.21% | 16 |
|
|
2022
Q3 | $1.78M | Sell |
10,858
-72
| -0.7% | -$11.8K | 1.26% | 15 |
|
|
2022
Q2 | $1.88M | Buy |
10,930
+151
| +1% | +$26K | 1.31% | 13 |
|
|
2022
Q1 | $2.25M | Buy |
10,779
+73
| +0.7% | +$15.2K | 1.41% | 12 |
|
|
2021
Q4 | $2.37M | Sell |
10,706
-244
| -2% | -$53.9K | 1.47% | 9 |
|
|
2021
Q3 | $2.2M | Buy |
10,950
+10
| +0.1% | +$2.01K | 1.44% | 9 |
|
|
2021
Q2 | $2.2M | Sell |
10,940
-681
| -6% | -$137K | 1.48% | 9 |
|
|
2021
Q1 | $2.15M | Buy |
11,621
+12
| +0.1% | +$2.22K | 1.53% | 9 |
|
|
2020
Q4 | $2.04M | Sell |
11,609
-334
| -3% | -$58.7K | 1.49% | 9 |
|
|
2020
Q3 | $1.87M | Sell |
11,943
-703
| -6% | -$110K | 1.57% | 9 |
|
|
2020
Q2 | $1.81M | Sell |
12,646
-88
| -0.7% | -$12.6K | 1.65% | 9 |
|
|
2020
Q1 | $1.51M | Sell |
12,734
-210
| -2% | -$24.9K | 1.62% | 7 |
|
|
2019
Q4 | $1.91M | Buy |
+12,944
| New | +$1.91M | 1.74% | 7 |
|