CPA
Clear Perspective Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $210K | Buy |
+950
| New | +$210K | 0.06% | 169 |
|
|
2018
Q3 | – | Sell |
-1,228
| Closed | -$153K | – | 436 |
|
|
2018
Q2 | $153K | Hold |
1,228
| – | – | 0.11% | 161 |
|
|
2018
Q1 | $149K | Hold |
1,228
| – | – | 0.11% | 157 |
|
|
2017
Q4 | $151K | Hold |
1,228
| – | – | 0.12% | 158 |
|
|
2017
Q3 | $142K | Buy |
1,228
+158
| +15% | +$18.3K | 0.12% | 157 |
|
|
2017
Q2 | $119K | Hold |
1,070
| – | – | 0.1% | 160 |
|
|
2017
Q1 | $116K | Sell |
1,070
-2,200
| -67% | -$239K | 0.08% | 156 |
|
|
2016
Q4 | $335K | Buy |
+3,270
| New | +$335K | 0.22% | 93 |
|