CFFP
Center for Financial Planning’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Hold |
5,741
| – | – | 0.19% | 44 |
|
|
2025
Q1 | $1.48M | Buy |
5,741
+3
| +0.1% | +$771 | 0.19% | 49 |
|
|
2024
Q4 | $1.55M | Buy |
5,738
+5
| +0.1% | +$1.35K | 0.21% | 44 |
|
|
2024
Q3 | $1.51M | Buy |
5,733
+2
| +0% | +$527 | 0.2% | 44 |
|
|
2024
Q2 | $1.43M | Sell |
5,731
-27
| -0.5% | -$6.74K | 0.21% | 43 |
|
|
2024
Q1 | $1.38M | Buy |
5,758
+3
| +0.1% | +$719 | 0.21% | 45 |
|
|
2023
Q4 | $1.26M | Buy |
5,755
+3
| +0.1% | +$654 | 0.23% | 44 |
|
|
2023
Q3 | $1.13M | Sell |
5,752
-7
| -0.1% | -$1.37K | 0.24% | 42 |
|
|
2023
Q2 | $1.17M | Buy |
5,759
+220
| +4% | +$44.6K | 0.25% | 42 |
|
|
2023
Q1 | $1.03M | Buy |
5,539
+4
| +0.1% | +$747 | 0.24% | 46 |
|
|
2022
Q4 | $964K | Buy |
5,535
+3
| +0.1% | +$523 | 0.23% | 49 |
|
|
2022
Q3 | $905K | Buy |
5,532
+4
| +0.1% | +$654 | 0.24% | 52 |
|
|
2022
Q2 | $953K | Buy |
5,528
+3
| +0.1% | +$517 | 0.24% | 48 |
|
|
2022
Q1 | $1.15M | Buy |
5,525
+2
| +0% | +$417 | 0.24% | 45 |
|
|
2021
Q4 | $1.22M | Sell |
5,523
-167
| -3% | -$36.9K | 0.25% | 44 |
|
|
2021
Q3 | $1.14M | Buy |
5,690
+3
| +0.1% | +$603 | 0.28% | 41 |
|
|
2021
Q2 | $1.14M | Buy |
5,687
+3
| +0.1% | +$602 | 0.28% | 44 |
|
|
2021
Q1 | $1.05M | Buy |
5,684
+76
| +1% | +$14.1K | 0.27% | 45 |
|
|
2020
Q4 | $986K | Buy |
5,608
+4
| +0.1% | +$703 | 0.28% | 41 |
|
|
2020
Q3 | $877K | Buy |
5,604
+110
| +2% | +$17.2K | 0.28% | 42 |
|
|
2020
Q2 | $786K | Buy |
5,494
+3
| +0.1% | +$429 | 0.27% | 42 |
|
|
2020
Q1 | $650K | Sell |
5,491
-194
| -3% | -$23K | 0.22% | 50 |
|
|
2019
Q4 | $841K | Buy |
+5,685
| New | +$841K | 0.21% | 46 |
|