CWA
Consilio Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
908
-118
| -12% | -$33.6K | 0.09% | 64 |
|
|
2025
Q1 | $264K | Sell |
1,026
-164
| -14% | -$42.1K | 0.11% | 56 |
|
|
2024
Q4 | $321K | Buy |
1,190
+7
| +0.6% | +$1.89K | 0.13% | 47 |
|
|
2024
Q3 | $311K | Sell |
1,183
-4
| -0.3% | -$1.05K | 0.13% | 48 |
|
|
2024
Q2 | $296K | Hold |
1,187
| – | – | 0.13% | 45 |
|
|
2024
Q1 | $285K | Sell |
1,187
-396
| -25% | -$94.9K | 0.13% | 48 |
|
|
2023
Q4 | $345K | Sell |
1,583
-46
| -3% | -$10K | 0.18% | 39 |
|
|
2023
Q3 | $314K | Hold |
1,629
| – | – | 0.18% | 37 |
|
|
2023
Q2 | $330K | Sell |
1,629
-173
| -10% | -$35.1K | 0.18% | 39 |
|
|
2023
Q1 | $337K | Sell |
1,802
-471
| -21% | -$88K | 0.19% | 40 |
|
|
2022
Q4 | $396K | Sell |
2,273
-303
| -12% | -$52.8K | 0.25% | 35 |
|
|
2022
Q3 | $421K | Sell |
2,576
-40
| -2% | -$6.54K | 0.33% | 35 |
|
|
2022
Q2 | $451K | Hold |
2,616
| – | – | 0.37% | 29 |
|
|
2022
Q1 | $545K | Sell |
2,616
-625
| -19% | -$130K | 0.43% | 30 |
|
|
2021
Q4 | $716K | Buy |
+3,241
| New | +$716K | 0.56% | 31 |
|