CIA
Choate Investment Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Hold |
3,783
| – | – | 0.02% | 190 |
|
|
2025
Q1 | $972K | Hold |
3,783
| – | – | 0.02% | 191 |
|
|
2024
Q4 | $1.02M | Hold |
3,783
| – | – | 0.02% | 190 |
|
|
2024
Q3 | $996K | Hold |
3,783
| – | – | 0.03% | 198 |
|
|
2024
Q2 | $944K | Hold |
3,783
| – | – | 0.02% | 196 |
|
|
2024
Q1 | $907K | Hold |
3,783
| – | – | 0.02% | 208 |
|
|
2023
Q4 | $825K | Hold |
3,783
| – | – | 0.03% | 204 |
|
|
2023
Q3 | $740K | Hold |
3,783
| – | – | 0.03% | 199 |
|
|
2023
Q2 | $767K | Hold |
3,783
| – | – | 0.03% | 169 |
|
|
2023
Q1 | $707K | Hold |
3,783
| – | – | 0.03% | 151 |
|
|
2022
Q4 | $659K | Buy |
3,783
+3,295
| +675% | +$574K | 0.04% | 156 |
|
|
2022
Q3 | $80K | Hold |
488
| – | – | 0.01% | 256 |
|
|
2022
Q2 | $84K | Hold |
488
| – | – | 0.01% | 274 |
|
|
2022
Q1 | $102K | Hold |
488
| – | – | 0.01% | 308 |
|
|
2021
Q4 | $108K | Hold |
488
| – | – | 0.01% | 297 |
|
|
2021
Q3 | $98K | Hold |
488
| – | – | 0.01% | 268 |
|
|
2021
Q2 | $98K | Hold |
488
| – | – | 0.01% | 279 |
|
|
2021
Q1 | $90K | Hold |
488
| – | – | 0.01% | 265 |
|
|
2020
Q4 | $86K | Hold |
488
| – | – | 0.01% | 254 |
|
|
2020
Q3 | $76K | Buy |
+488
| New | +$76K | ﹤0.01% | 252 |
|