Cassaday & Co Wealth Management’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 | $791K | Hold |
2,773
| – | – | 0.02% | 156 |
|
2025
Q1 | $713K | Sell |
2,773
-36
| -1% | -$9.25K | 0.02% | 155 |
|
2024
Q4 | $758K | Buy |
2,809
+36
| +1% | +$9.71K | 0.02% | 148 |
|
2024
Q3 | $730K | Hold |
2,773
| – | – | 0.02% | 150 |
|
2024
Q2 | $692K | Hold |
2,773
| – | – | 0.02% | 144 |
|
2024
Q1 | $665K | Buy |
2,773
+119
| +4% | +$28.5K | 0.02% | 148 |
|
2023
Q4 | $579K | Hold |
2,654
| – | – | 0.02% | 153 |
|
2023
Q3 | $519K | Hold |
2,654
| – | – | 0.02% | 144 |
|
2023
Q2 | $538K | Hold |
2,654
| – | – | 0.02% | 147 |
|
2023
Q1 | $496K | Sell |
2,654
-199
| -7% | -$37.2K | 0.02% | 152 |
|
2022
Q4 | $497K | Buy |
+2,853
| New | +$497K | 0.02% | 147 |
|