Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.69M | Sell |
9,072
-930
| -9% | -$174K | 0.95% | 21 |
|
|
2022
Q4 | $1.74M | Hold |
10,002
| – | – | 0.93% | 24 |
|
|
2022
Q3 | $1.64M | Sell |
10,002
-429
| -4% | -$70.2K | 0.8% | 26 |
|
|
2022
Q2 | $1.8M | Sell |
10,431
-17,928
| -63% | -$3.09M | 0.7% | 25 |
|
|
2022
Q1 | $5.91M | Sell |
28,359
-2,260
| -7% | -$471K | 2.24% | 11 |
|
|
2021
Q4 | $6.77M | Buy |
30,619
+1,017
| +3% | +$225K | 2.74% | 11 |
|
|
2021
Q3 | $5.95M | Buy |
29,602
+1,852
| +7% | +$372K | 2.69% | 12 |
|
|
2021
Q2 | $5.57M | Buy |
27,750
+1,106
| +4% | +$222K | 2.69% | 13 |
|
|
2021
Q1 | $4.94M | Sell |
26,644
-165
| -0.6% | -$30.6K | 2.86% | 10 |
|
|
2020
Q4 | $4.71M | Buy |
+26,809
| New | +$4.71M | 2.99% | 11 |
|