Collective Family Office’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
2021
Q4
Sell
-1,100
Closed -$221K 187
2021
Q3
$221K Sell
1,100
-200
-15% -$40.2K 0.1% 164
2021
Q2
$261K Hold
1,300
0.11% 149
2021
Q1
$241K Sell
1,300
-550
-30% -$102K 0.12% 150
2020
Q4
$325K Buy
+1,850
New +$325K 0.18% 127