Certified Advisory Corp’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 | $200K | Sell |
702
-195
| -22% | -$55.7K | 0.02% | 298 |
|
|
2025
Q1 | $231K | Sell |
897
-117
| -12% | -$30.1K | 0.03% | 272 |
|
|
2024
Q4 | $274K | Buy |
1,014
+6
| +0.6% | +$1.62K | 0.03% | 254 |
|
|
2024
Q3 | $265K | Buy |
+1,008
| New | +$265K | 0.03% | 259 |
|
|
2024
Q2 | – | Sell |
-1,713
| Closed | -$411K | – | 296 |
|
|
2024
Q1 | $411K | Buy |
1,713
+150
| +10% | +$36K | 0.06% | 188 |
|
|
2023
Q4 | $341K | Sell |
1,563
-67
| -4% | -$14.6K | 0.05% | 202 |
|
|
2023
Q3 | $319K | Sell |
1,630
-1,509
| -48% | -$295K | 0.06% | 181 |
|
|
2023
Q2 | $636K | Sell |
3,139
-764
| -20% | -$155K | 0.12% | 138 |
|
|
2023
Q1 | $729K | Sell |
3,903
-2,179
| -36% | -$407K | 0.13% | 146 |
|
|
2022
Q4 | $1.06M | Sell |
6,082
-396
| -6% | -$69K | 0.21% | 111 |
|
|
2022
Q3 | $1.06M | Sell |
6,478
-34
| -0.5% | -$5.56K | 0.24% | 102 |
|
|
2022
Q2 | $1.12M | Buy |
6,512
+714
| +12% | +$123K | 0.25% | 100 |
|
|
2022
Q1 | $1.21M | Buy |
5,798
+154
| +3% | +$32.1K | 0.26% | 96 |
|
|
2021
Q4 | $1.25M | Buy |
5,644
+224
| +4% | +$49.5K | 0.28% | 92 |
|
|
2021
Q3 | $1.09M | Sell |
5,420
-39
| -0.7% | -$7.84K | 0.26% | 93 |
|
|
2021
Q2 | $1.1M | Sell |
5,459
-703
| -11% | -$141K | 0.28% | 90 |
|
|
2021
Q1 | $1.14M | Buy |
+6,162
| New | +$1.14M | 0.3% | 81 |
|
|
2020
Q2 | $1.01M | Buy |
+7,088
| New | +$1.01M | 0.34% | 74 |
|