Capital Advisors Inc’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 | $471K | Sell |
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|
2025
Q2 | $492K | Sell |
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|
2025
Q1 | $536K | Buy |
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|
2024
Q4 | $465K | Buy |
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|
2024
Q3 | $425K | Sell |
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|
2024
Q2 | $493K | Buy |
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|
2024
Q1 | $296K | Sell |
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|
2023
Q4 | $1.09M | Hold |
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|
2023
Q3 | $981K | Buy |
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|
2023
Q2 | $976K | Buy |
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|
2023
Q1 | $834K | Sell |
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|
2022
Q4 | $782K | Buy |
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|
2022
Q3 | $729K | Hold |
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|
2022
Q2 | $769K | Sell |
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|
2022
Q1 | $969K | Buy |
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