Clarity Financial’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
Q1 | – | Sell |
-929
| Closed | -$251K | – | 125 |
|
|
2024
Q4 | $251K | Buy |
929
+85
| +10% | +$22.9K | 0.03% | 106 |
|
|
2024
Q3 | $222K | Hold |
844
| – | – | 0.03% | 139 |
|
|
2024
Q2 | $211K | Hold |
844
| – | – | 0.03% | 117 |
|
|
2024
Q1 | $202K | Sell |
844
-388
| -31% | -$93.1K | 0.03% | 112 |
|
|
2023
Q4 | $269K | Hold |
1,232
| – | – | 0.05% | 94 |
|
|
2023
Q3 | $241K | Sell |
1,232
-15
| -1% | -$2.94K | 0.04% | 106 |
|
|
2023
Q2 | $253K | Buy |
+1,247
| New | +$253K | 0.04% | 94 |
|
|
2023
Q1 | – | Sell |
-1,232
| Closed | -$215K | – | 91 |
|
|
2022
Q4 | $215K | Buy |
+1,232
| New | +$215K | 0.04% | 96 |
|
|
2021
Q4 | – | Sell |
-1,291
| Closed | -$259K | – | 120 |
|
|
2021
Q3 | $259K | Buy |
+1,291
| New | +$259K | 0.04% | 84 |
|