Capital Investment Advisors’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 | $1.46M | Sell |
5,108
-46
| -0.9% | -$13.1K | 0.03% | 278 |
|
2025
Q1 | $1.32M | Buy |
5,154
+246
| +5% | +$63.2K | 0.03% | 283 |
|
2024
Q4 | $1.32M | Sell |
4,908
-532
| -10% | -$143K | 0.03% | 270 |
|
2024
Q3 | $1.43M | Buy |
5,440
+1,652
| +44% | +$435K | 0.03% | 259 |
|
2024
Q2 | $946K | Sell |
3,788
-28
| -0.7% | -$6.99K | 0.02% | 295 |
|
2024
Q1 | $915K | Buy |
3,816
+60
| +2% | +$14.4K | 0.02% | 302 |
|
2023
Q4 | $819K | Sell |
3,756
-364
| -9% | -$79.4K | 0.02% | 295 |
|
2023
Q3 | $806K | Sell |
4,120
-857
| -17% | -$168K | 0.02% | 292 |
|
2023
Q2 | $1.01M | Sell |
4,977
-83
| -2% | -$16.8K | 0.03% | 241 |
|
2023
Q1 | $945K | Buy |
5,060
+11
| +0.2% | +$2.06K | 0.03% | 252 |
|
2022
Q4 | $879K | Buy |
5,049
+62
| +1% | +$10.8K | 0.03% | 262 |
|
2022
Q3 | $816K | Sell |
4,987
-75
| -1% | -$12.3K | 0.03% | 268 |
|
2022
Q2 | $872K | Buy |
5,062
+5
| +0.1% | +$861 | 0.03% | 263 |
|
2022
Q1 | $1.05M | Sell |
5,057
-177
| -3% | -$36.9K | 0.03% | 258 |
|
2021
Q4 | $1.16M | Sell |
5,234
-38
| -0.7% | -$8.4K | 0.04% | 253 |
|
2021
Q3 | $1.06M | Hold |
5,272
| – | – | 0.04% | 255 |
|
2021
Q2 | $1.06M | Sell |
5,272
-5
| -0.1% | -$1K | 0.04% | 258 |
|
2021
Q1 | $978K | Sell |
5,277
-162
| -3% | -$30K | 0.04% | 260 |
|
2020
Q4 | $956K | Sell |
5,439
-292
| -5% | -$51.3K | 0.04% | 251 |
|
2020
Q3 | $897K | Buy |
5,731
+592
| +12% | +$92.7K | 0.04% | 239 |
|
2020
Q2 | $735K | Sell |
5,139
-548
| -10% | -$78.4K | 0.04% | 261 |
|
2020
Q1 | $674K | Buy |
5,687
+96
| +2% | +$11.4K | 0.04% | 248 |
|
2019
Q4 | $827K | Buy |
5,591
+148
| +3% | +$21.9K | 0.04% | 262 |
|
2019
Q3 | $742K | Hold |
5,443
| – | – | 0.04% | 260 |
|
2019
Q2 | $733K | Sell |
5,443
-148
| -3% | -$19.9K | 0.04% | 257 |
|
2019
Q1 | $726K | Buy |
5,591
+1,412
| +34% | +$183K | 0.04% | 248 |
|
2018
Q4 | $480K | Sell |
4,179
-289
| -6% | -$33.2K | 0.03% | 294 |
|
2018
Q3 | $597K | Hold |
4,468
| – | – | 0.04% | 267 |
|
2018
Q2 | $557K | Buy |
4,468
+1
| +0% | +$125 | 0.03% | 280 |
|
2018
Q1 | $541K | Buy |
4,467
+1,521
| +52% | +$184K | 0.04% | 279 |
|
2017
Q4 | $361K | Buy |
2,946
+102
| +4% | +$12.5K | 0.02% | 350 |
|
2017
Q3 | $328K | Buy |
2,844
+1
| +0% | +$115 | 0.02% | 359 |
|
2017
Q2 | $316K | Buy |
2,843
+1
| +0% | +$111 | 0.02% | 364 |
|
2017
Q1 | $307K | Buy |
2,842
+160
| +6% | +$17.3K | 0.02% | 361 |
|
2016
Q4 | $275K | Buy |
2,682
+1
| +0% | +$103 | 0.02% | 360 |
|
2016
Q3 | $266K | Buy |
+2,681
| New | +$266K | 0.02% | 358 |
|