Clayton Financial Group’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 | – | Sell |
-8,029
| Closed | -$2.06M | – | 111 |
|
|
2025
Q1 | $2.06M | Buy |
8,029
+254
| +3% | +$65.3K | 0.76% | 29 |
|
|
2024
Q4 | $2.1M | Sell |
7,775
-225
| -3% | -$60.7K | 0.76% | 29 |
|
|
2024
Q3 | $2.11M | Buy |
8,000
+3,673
| +85% | +$967K | 0.79% | 31 |
|
|
2024
Q2 | $1.04M | Buy |
4,327
+104
| +2% | +$24.9K | 0.45% | 38 |
|
|
2024
Q1 | $1.01M | Buy |
+4,223
| New | +$1.01M | 0.46% | 37 |
|