CWA
Core 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 | $1.02M | Hold |
3,580
| – | – | 0.29% | 32 |
|
|
2025
Q1 | $920K | Hold |
3,580
| – | – | 0.29% | 31 |
|
|
2024
Q4 | $966K | Sell |
3,580
-200
| -5% | -$53.9K | 0.32% | 30 |
|
|
2024
Q3 | $995K | Hold |
3,780
| – | – | 0.32% | 29 |
|
|
2024
Q2 | $944K | Hold |
3,780
| – | – | 0.32% | 30 |
|
|
2024
Q1 | $906K | Hold |
3,780
| – | – | 0.31% | 28 |
|
|
2023
Q4 | $825K | Hold |
3,780
| – | – | 0.3% | 26 |
|
|
2023
Q3 | $740K | Hold |
3,780
| – | – | 0.3% | 27 |
|
|
2023
Q2 | $766K | Hold |
3,780
| – | – | 0.31% | 26 |
|
|
2023
Q1 | $706K | Hold |
3,780
| – | – | 0.28% | 29 |
|
|
2022
Q4 | $658K | Hold |
3,780
| – | – | 0.29% | 29 |
|
|
2022
Q3 | $618K | Hold |
3,780
| – | – | 0.36% | 26 |
|
|
2022
Q2 | $651K | Buy |
+3,780
| New | +$651K | 0.4% | 28 |
|