CFA
Cahill 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 | $889K | Buy |
3,115
+181
| +6% | +$51.6K | 0.11% | 131 |
|
|
2025
Q1 | $754K | Hold |
2,934
| – | – | 0.1% | 137 |
|
|
2024
Q4 | $791K | Sell |
2,934
-1,067
| -27% | -$288K | 0.11% | 134 |
|
|
2024
Q3 | $1.05M | Buy |
4,001
+76
| +2% | +$20K | 0.14% | 109 |
|
|
2024
Q2 | $980K | Hold |
3,925
| – | – | 0.13% | 124 |
|
|
2024
Q1 | $941K | Hold |
3,925
| – | – | 0.13% | 127 |
|
|
2023
Q4 | $856K | Sell |
3,925
-1,121
| -22% | -$245K | 0.13% | 129 |
|
|
2023
Q3 | $987K | Buy |
5,046
+4
| +0.1% | +$783 | 0.16% | 118 |
|
|
2023
Q2 | $1.02M | Sell |
5,042
-154
| -3% | -$31.2K | 0.17% | 115 |
|
|
2023
Q1 | $971K | Buy |
5,196
+5
| +0.1% | +$934 | 0.17% | 121 |
|
|
2022
Q4 | $904K | Sell |
5,191
-13
| -0.2% | -$2.27K | 0.17% | 123 |
|
|
2022
Q3 | $851K | Sell |
5,204
-1,223
| -19% | -$200K | 0.18% | 117 |
|
|
2022
Q2 | $1.11M | Buy |
6,427
+4
| +0.1% | +$690 | 0.24% | 95 |
|
|
2022
Q1 | $1.34M | Buy |
6,423
+3
| +0% | +$625 | 0.25% | 90 |
|
|
2021
Q4 | $1.42M | Sell |
6,420
-1,346
| -17% | -$298K | 0.27% | 83 |
|
|
2021
Q3 | $1.56M | Sell |
7,766
-12
| -0.2% | -$2.41K | 0.32% | 68 |
|
|
2021
Q2 | $1.56M | Sell |
7,778
-194
| -2% | -$38.9K | 0.35% | 65 |
|
|
2021
Q1 | $1.48M | Buy |
7,972
+8
| +0.1% | +$1.48K | 0.36% | 64 |
|
|
2020
Q4 | $1.4M | Buy |
7,964
+1,175
| +17% | +$207K | 0.35% | 61 |
|
|
2020
Q3 | $1.06M | Sell |
6,789
-355
| -5% | -$55.5K | 0.38% | 64 |
|
|
2020
Q2 | $1.02M | Sell |
7,144
-1,183
| -14% | -$169K | 0.4% | 65 |
|
|
2020
Q1 | $987K | Sell |
8,327
-752
| -8% | -$89.1K | 0.46% | 56 |
|
|
2019
Q4 | $1.34M | Sell |
9,079
-635
| -7% | -$93.9K | 0.49% | 55 |
|
|
2019
Q3 | $1.33M | Buy |
9,714
+7,509
| +341% | +$1.02M | 0.52% | 55 |
|
|
2019
Q2 | $298K | Buy |
+2,205
| New | +$298K | 0.12% | 126 |
|