Carret Asset Management’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
Q2 | $336K | Hold |
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|
2025
Q1 | $303K | Sell |
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|
2024
Q4 | $338K | Hold |
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|
2024
Q3 | $330K | Hold |
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|
2024
Q2 | $313K | Hold |
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|
2024
Q1 | $301K | Hold |
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|
2023
Q4 | $274K | Hold |
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|
2023
Q3 | $245K | Hold |
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|
2023
Q2 | $254K | Hold |
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|
2023
Q1 | $234K | Hold |
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|
2022
Q4 | $218K | Hold |
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|
2022
Q3 | $205K | Hold |
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|
2022
Q2 | $216K | Hold |
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|
2022
Q1 | $261K | Hold |
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|
2021
Q4 | $277K | Hold |
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|
2021
Q3 | $252K | Buy |
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|
2021
Q2 | $249K | Hold |
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|
2021
Q1 | $229K | Hold |
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|
2020
Q4 | $218K | Buy |
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