Caitlin John’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.6M | Sell |
12,623
-1,894
| -13% | -$540K | 3.28% | 3 |
|
2025
Q1 | $3.73M | Sell |
14,517
-5,544
| -28% | -$1.42M | 3.66% | 6 |
|
2024
Q4 | $5.41M | Sell |
20,061
-1,010
| -5% | -$272K | 3.58% | 1 |
|
2024
Q3 | $5.79M | Buy |
21,071
+912
| +5% | +$251K | 3.62% | 1 |
|
2024
Q2 | $5.03M | Buy |
20,159
+1,810
| +10% | +$452K | 3.62% | 3 |
|
2024
Q1 | $4.4M | Buy |
18,349
+2,747
| +18% | +$659K | 3.28% | 3 |
|
2023
Q4 | $3.4M | Buy |
+15,602
| New | +$3.4M | 2.78% | 4 |
|