Clearstead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.2M | Buy |
47,507
+45,866
| +2,795% | +$14.4M | 0.15% | 132 |
|
|
2025
Q4 | $517K | Hold |
1,641
| – | – | 0.01% | 646 |
|
|
2025
Q3 | $505K | Buy |
1,641
+504
| +44% | +$149K | 0.01% | 624 |
|
|
2025
Q2 | $324K | Buy |
1,137
+373
| +49% | +$98.3K | ﹤0.01% | 736 |
|
|
2025
Q1 | $196K | Hold |
764
| – | – | ﹤0.01% | 845 |
|
|
2024
Q4 | $206K | Hold |
764
| – | – | ﹤0.01% | 847 |
|
|
2024
Q3 | $201K | Hold |
764
| – | – | ﹤0.01% | 862 |
|
|
2024
Q2 | $191K | Buy |
764
+175
| +30% | +$42K | ﹤0.01% | 832 |
|
|
2024
Q1 | $141K | Hold |
589
| – | – | 0.01% | 528 |
|
|
2023
Q4 | $128K | Sell |
589
-589
| -50% | -$120K | 0.01% | 537 |
|
|
2023
Q3 | $231K | Buy |
1,178
+589
| +100% | +$120K | 0.01% | 543 |
|
|
2023
Q2 | $119K | Hold |
589
| – | – | 0.01% | 535 |
|
|
2023
Q1 | $110K | Hold |
589
| – | – | 0.01% | 492 |
|
|
2022
Q4 | $103K | Hold |
589
| – | – | 0.01% | 492 |
|
|
2022
Q3 | $96K | Hold |
589
| – | – | 0.01% | 484 |
|
|
2022
Q2 | $102K | Hold |
589
| – | – | 0.01% | 500 |
|
|
2022
Q1 | $123K | Hold |
589
| – | – | 0.01% | 507 |
|
|
2021
Q4 | $130K | Hold |
589
| – | – | 0.01% | 476 |
|
|
2021
Q3 | $118K | Hold |
589
| – | – | 0.01% | 451 |
|
|
2021
Q2 | $118K | Hold |
589
| – | – | 0.01% | 425 |
|
|
2021
Q1 | $109K | Hold |
589
| – | – | 0.01% | 425 |
|
|
2020
Q4 | $104K | Sell |
589
-239
| -29% | -$39.7K | 0.01% | 407 |
|
|
2020
Q3 | $130K | Hold |
828
| – | – | 0.01% | 334 |
|
|
2020
Q2 | $118K | Sell |
828
-350
| -30% | -$47.3K | 0.01% | 330 |
|
|
2020
Q1 | $140K | Buy |
+1,178
| New | +$166K | 0.02% | 285 |
|
Other funds holding VV
NMIFOAC
VGA
JFGLC
