CWA
Canvas Wealth 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 | $311K | Sell |
1,059
-350
| -25% | -$103K | 0.06% | 139 |
|
|
2025
Q1 | $342K | Buy |
1,409
+4
| +0.3% | +$970 | 0.09% | 124 |
|
|
2024
Q4 | $379K | Hold |
1,405
| – | – | 0.1% | 111 |
|
|
2024
Q3 | $371K | Hold |
1,405
| – | – | 0.1% | 107 |
|
|
2024
Q2 | $349K | Sell |
1,405
-24
| -2% | -$5.96K | 0.11% | 100 |
|
|
2024
Q1 | $328K | Sell |
1,429
-76
| -5% | -$17.5K | 0.11% | 97 |
|
|
2023
Q4 | $330K | Hold |
1,505
| – | – | 0.12% | 95 |
|
|
2023
Q3 | $290K | Sell |
1,505
-50
| -3% | -$9.65K | 0.12% | 97 |
|
|
2023
Q2 | $323K | Sell |
1,555
-50
| -3% | -$10.4K | 0.12% | 94 |
|
|
2023
Q1 | $302K | Hold |
1,605
| – | – | 0.13% | 108 |
|
|
2022
Q4 | $286K | Hold |
1,605
| – | – | 0.12% | 116 |
|
|
2022
Q3 | $280K | Sell |
1,605
-45
| -3% | -$7.85K | 0.12% | 97 |
|
|
2022
Q2 | $284K | Hold |
1,650
| – | – | 0.11% | 99 |
|
|
2022
Q1 | $315K | Hold |
1,650
| – | – | 0.11% | 114 |
|
|
2021
Q4 | $365K | Hold |
1,650
| – | – | 0.13% | 104 |
|
|
2021
Q3 | $332K | Buy |
+1,650
| New | +$332K | 0.14% | 95 |
|