Caldwell Trust’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117K | Hold |
410
|
|
||||
|
2025
Q1 | $105K | Hold |
410
|
|
||||
|
2024
Q4 | $111K | Hold |
410
|
|
||||
|
2024
Q3 | $108K | Hold |
410
|
|
||||
|
2024
Q2 | $102K | Hold |
410
|
|
||||
|
2024
Q1 | $98.3K | Hold |
410
|
|
||||
|
2023
Q4 | $89.4K | Hold |
410
|
|
||||
|
2023
Q3 | $80.2K | Hold |
410
|
|
||||
|
2023
Q2 | $83.1K | Hold |
410
|
|
||||
|
2023
Q1 | $76.6K | Hold |
410
|
|
||||
|
2022
Q4 | $71.4K | Hold |
410
|
|
||||
|
2022
Q3 | $67.1K | Hold |
410
|
|
||||
|
2022
Q2 | $70.7K | Hold |
410
|
|
||||
|
2022
Q1 | $85.5K | Hold |
410
|
|
||||
|
2021
Q4 | $90.6K | Hold |
410
|
|
||||
|
2021
Q3 | $82.4K | Hold |
410
|
|
||||
|
2021
Q2 | $82.3K | Buy |
410
+240
|
|
||||
|
2021
Q1 | $31.5K | Buy |
+170
|
|