Clear Perspective Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$210K Buy
2018
Q3
Sell
2018
Q2
$153K Hold
2018
Q1
$149K Hold
2017
Q4
$151K Hold
2017
Q3
$142K Buy
2017
Q2
$119K Hold
2017
Q1
$116K Sell
2016
Q4
$335K Buy