BFA
Bragg 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 | $3.75M | Sell |
13,127
-130
| -1% | -$37.1K | 0.13% | 145 |
|
2025
Q1 | $3.41M | Sell |
13,257
-14
| -0.1% | -$3.6K | 0.14% | 143 |
|
2024
Q4 | $3.58M | Sell |
13,271
-426
| -3% | -$115K | 0.14% | 143 |
|
2024
Q3 | $3.61M | Sell |
13,697
-1,707
| -11% | -$449K | 0.15% | 141 |
|
2024
Q2 | $3.85M | Sell |
15,404
-597
| -4% | -$149K | 0.17% | 135 |
|
2024
Q1 | $3.84M | Sell |
16,001
-1,084
| -6% | -$260K | 0.17% | 135 |
|
2023
Q4 | $3.73M | Sell |
17,085
-738
| -4% | -$161K | 0.18% | 136 |
|
2023
Q3 | $3.49M | Sell |
17,823
-1,147
| -6% | -$224K | 0.18% | 133 |
|
2023
Q2 | $3.85M | Sell |
18,970
-810
| -4% | -$164K | 0.21% | 127 |
|
2023
Q1 | $3.7M | Sell |
19,780
-613
| -3% | -$115K | 0.22% | 128 |
|
2022
Q4 | $3.55M | Sell |
20,393
-343
| -2% | -$59.8K | 0.22% | 131 |
|
2022
Q3 | $3.39M | Sell |
20,736
-698
| -3% | -$114K | 0.23% | 125 |
|
2022
Q2 | $3.69M | Sell |
21,434
-52
| -0.2% | -$8.96K | 0.25% | 121 |
|
2022
Q1 | $4.48M | Sell |
21,486
-734
| -3% | -$153K | 0.26% | 120 |
|
2021
Q4 | $4.46M | Hold |
22,220
| – | – | 0.29% | 113 |
|
2021
Q3 | $4.46M | Sell |
22,220
-1,055
| -5% | -$212K | 0.29% | 113 |
|
2021
Q2 | $4.67M | Sell |
23,275
-520
| -2% | -$104K | 0.3% | 113 |
|
2021
Q1 | $4.41M | Sell |
23,795
-754
| -3% | -$140K | 0.3% | 114 |
|
2020
Q4 | $4.31M | Sell |
24,549
-666
| -3% | -$117K | 0.38% | 89 |
|
2020
Q3 | $3.95M | Sell |
25,215
-431
| -2% | -$67.4K | 0.4% | 82 |
|
2020
Q2 | $3.67M | Sell |
25,646
-248
| -1% | -$35.5K | 0.41% | 87 |
|
2020
Q1 | $3.07M | Sell |
25,894
-1,312
| -5% | -$155K | 0.41% | 85 |
|
2019
Q4 | $4.02M | Sell |
27,206
-165
| -0.6% | -$24.4K | 0.45% | 78 |
|
2019
Q3 | $3.73M | Sell |
27,371
-100
| -0.4% | -$13.6K | 0.45% | 80 |
|
2019
Q2 | $3.7M | Sell |
27,471
-410
| -1% | -$55.2K | 0.46% | 77 |
|
2019
Q1 | $3.62M | Buy |
27,881
+23
| +0.1% | +$2.99K | 0.47% | 75 |
|
2018
Q4 | $3.2M | Buy |
27,858
+276
| +1% | +$31.7K | 0.48% | 72 |
|
2018
Q3 | $3.68M | Sell |
27,582
-225
| -0.8% | -$30K | 0.49% | 74 |
|
2018
Q2 | $3.47M | Buy |
27,807
+144
| +0.5% | +$18K | 0.5% | 75 |
|
2018
Q1 | $3.35M | Sell |
27,663
-978
| -3% | -$119K | 0.49% | 78 |
|
2017
Q4 | $3.51M | Sell |
28,641
-1,070
| -4% | -$131K | 0.5% | 76 |
|
2017
Q3 | $3.43M | Sell |
29,711
-684
| -2% | -$78.9K | 0.53% | 73 |
|
2017
Q2 | $3.37M | Sell |
30,395
-385
| -1% | -$42.7K | 0.53% | 74 |
|
2017
Q1 | $3.33M | Sell |
30,780
-780
| -2% | -$84.3K | 0.53% | 78 |
|
2016
Q4 | $3.23M | Buy |
31,560
+1,305
| +4% | +$134K | 0.53% | 78 |
|
2016
Q3 | $3M | Buy |
30,255
+82
| +0.3% | +$8.13K | 0.54% | 75 |
|
2016
Q2 | $2.89M | Buy |
30,173
+112
| +0.4% | +$10.7K | 0.52% | 80 |
|
2016
Q1 | $2.83M | Sell |
30,061
-2,428
| -7% | -$228K | 0.54% | 74 |
|
2015
Q4 | $3.04M | Sell |
32,489
-2,125
| -6% | -$199K | 0.65% | 57 |
|
2015
Q3 | $3.05M | Buy |
34,614
+2,420
| +8% | +$213K | 0.73% | 56 |
|
2015
Q2 | $3.05M | Sell |
32,194
-2,889
| -8% | -$274K | 0.7% | 53 |
|
2015
Q1 | $3.34M | Buy |
35,083
+586
| +2% | +$55.8K | 0.77% | 47 |
|
2014
Q4 | $3.26M | Sell |
34,497
-2,930
| -8% | -$277K | 0.79% | 42 |
|
2014
Q3 | $3.39M | Sell |
37,427
-39
| -0.1% | -$3.53K | 0.86% | 38 |
|
2014
Q2 | $3.37M | Buy |
37,466
+164
| +0.4% | +$14.8K | 0.81% | 39 |
|
2014
Q1 | $3.21M | Sell |
37,302
-1,275
| -3% | -$110K | 0.78% | 40 |
|
2013
Q4 | $3.27M | Sell |
38,577
-430
| -1% | -$36.5K | 0.79% | 40 |
|
2013
Q3 | $3.02M | Sell |
39,007
-2,395
| -6% | -$185K | 0.78% | 37 |
|
2013
Q2 | $3.04M | Buy |
+41,402
| New | +$3.04M | 0.83% | 35 |
|