BSW Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1M | Hold |
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|
2025
Q2 | $927K | Hold |
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|
2025
Q1 | $835K | Hold |
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|
2024
Q4 | $877K | Hold |
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|
2024
Q3 | $856K | Hold |
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|
2024
Q2 | $811K | Hold |
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|
2024
Q1 | $779K | Hold |
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|
2023
Q4 | $709K | Hold |
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|
2023
Q3 | $636K | Hold |
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|
2023
Q2 | $659K | Hold |
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|
2023
Q1 | $607K | Hold |
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|
2022
Q4 | $566K | Hold |
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|
2022
Q3 | $532K | Hold |
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|
2022
Q2 | $560K | Hold |
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|
2022
Q1 | $678K | Hold |
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|
2021
Q4 | $718K | Hold |
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|
2021
Q3 | $653K | Hold |
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|
2021
Q2 | $652K | Hold |
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|
2021
Q1 | $602K | Hold |
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|
2020
Q4 | $571K | Hold |
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|
2020
Q3 | $508K | Hold |
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|
2020
Q2 | $465K | Hold |
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|
2020
Q1 | $385K | Hold |
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|
2019
Q4 | $480K | Hold |
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|
2019
Q3 | $443K | Hold |
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|
2019
Q2 | $438K | Hold |
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|
2019
Q1 | $422K | Hold |
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|
2018
Q4 | $373K | Hold |
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|
2018
Q3 | $434K | Hold |
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|
2018
Q2 | $405K | Hold |
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|
2018
Q1 | $394K | Hold |
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|
2017
Q4 | $398K | Hold |
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|
2017
Q3 | $375K | Hold |
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|
2017
Q2 | $361K | Hold |
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|
2017
Q1 | $351K | Hold |
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|
2016
Q4 | $333K | Buy |
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|
2016
Q3 | $3.25K | Sell |
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|
2016
Q2 | $312K | Hold |
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|
2016
Q1 | $306K | Hold |
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|
2015
Q4 | $304K | Hold |
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|
2015
Q3 | $286K | Hold |
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|
2015
Q2 | $308K | Hold |
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|
2015
Q1 | $309K | Hold |
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|
2014
Q4 | $307K | Hold |
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|
2014
Q3 | $294K | Hold |
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|
2014
Q2 | $293K | Hold |
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|
2014
Q1 | $280K | Hold |
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|
2013
Q4 | $276K | Hold |
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|
2013
Q3 | $251K | Hold |
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|
2013
Q2 | $239K | Buy |
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