Bourgeon Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-686
| Closed | -$150K | – | 375 |
|
|
2023
Q4 | $150K | Hold |
686
| – | – | 0.03% | 112 |
|
|
2023
Q3 | $134K | Hold |
686
| – | – | 0.03% | 113 |
|
|
2023
Q2 | $139K | Hold |
686
| – | – | 0.03% | 116 |
|
|
2023
Q1 | $128K | Hold |
686
| – | – | 0.03% | 107 |
|
|
2022
Q4 | $120K | Buy |
+686
| New | +$120K | 0.03% | 120 |
|