Coe Capital Management’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
Q2 | $353K | Buy |
|
|||||
|
2021
Q1 | $317K | Hold |
|
|||||
|
2020
Q4 | $301K | Hold |
|
|||||
|
2020
Q3 | $268K | Hold |
|
|||||
|
2020
Q2 | $245K | Hold |
|
|||||
|
2020
Q1 | $203K | Sell |
|
|||||
|
2019
Q4 | $328K | Sell |
|
|||||
|
2019
Q3 | $440K | Sell |
|
|||||
|
2019
Q2 | $446K | Sell |
|
|||||
|
2019
Q1 | $490K | Hold |
|
|||||
|
2018
Q4 | $433K | Hold |
|
|||||
|
2018
Q3 | $504K | Buy |
|
|||||
|
2018
Q2 | $360K | Hold |
|
|||||
|
2018
Q1 | $350K | Sell |
|
|||||
|
2017
Q4 | $361K | Hold |
|
|||||
|
2017
Q3 | $340K | Hold |
|
|||||
|
2017
Q2 | $327K | Hold |
|
|||||
|
2017
Q1 | $319K | Sell |
|
|||||
|
2016
Q4 | $380K | Hold |
|
|||||
|
2016
Q3 | $368K | Buy |
|
|||||
|
2016
Q2 | $242K | Hold |
|
|||||
|
2016
Q1 | $237K | Hold |
|
|||||
|
2015
Q4 | $236K | Sell |
|
|||||
|
2015
Q3 | $226K | Hold |
|
|||||
|
2015
Q2 | $244K | Buy |
|
|||||
|
2015
Q1 | $226K | Sell |
|
|||||
|
2014
Q4 | $288K | Sell |
|
|||||
|
2014
Q3 | $290K | Sell |
|
|||||
|
2014
Q2 | $300K | Sell |
|
|||||
|
2014
Q1 | $295K | Sell |
|
|||||
|
2013
Q4 | $300K | Buy |
|
|||||
|
2013
Q3 | – | Sell |
|
|||||
|
2013
Q2 | $292K | Buy |
|