Creative Financial Designs’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Sell |
1,583
-21
| -1% | -$5.99K | 0.03% | 334 |
|
|
2025
Q1 | $412K | Sell |
1,604
-59
| -4% | -$15.2K | 0.03% | 313 |
|
|
2024
Q4 | $449K | Sell |
1,663
-133
| -7% | -$35.9K | 0.04% | 300 |
|
|
2024
Q3 | $473K | Sell |
1,796
-138
| -7% | -$36.3K | 0.04% | 297 |
|
|
2024
Q2 | $483K | Buy |
1,934
+27
| +1% | +$6.74K | 0.04% | 277 |
|
|
2024
Q1 | $457K | Sell |
1,907
-30
| -2% | -$7.19K | 0.04% | 274 |
|
|
2023
Q4 | $422K | Buy |
1,937
+18
| +0.9% | +$3.93K | 0.04% | 262 |
|
|
2023
Q3 | $376K | Buy |
1,919
+126
| +7% | +$24.7K | 0.04% | 251 |
|
|
2023
Q2 | $363K | Buy |
1,793
+540
| +43% | +$109K | 0.04% | 254 |
|
|
2023
Q1 | $234K | Sell |
1,253
-94
| -7% | -$17.6K | 0.03% | 307 |
|
|
2022
Q4 | $235K | Hold |
1,347
| – | – | 0.03% | 288 |
|
|
2022
Q3 | $220K | Sell |
1,347
-44
| -3% | -$7.19K | 0.04% | 281 |
|
|
2022
Q2 | $240K | Buy |
1,391
+441
| +46% | +$76.1K | 0.04% | 268 |
|
|
2022
Q1 | $198K | Sell |
950
-132
| -12% | -$27.5K | 0.03% | 303 |
|
|
2021
Q4 | $239K | Buy |
+1,082
| New | +$239K | 0.04% | 275 |
|
|
2021
Q3 | – | Sell |
-130
| Closed | -$26K | – | 1460 |
|
|
2021
Q2 | $26K | Buy |
+130
| New | +$26K | ﹤0.01% | 786 |
|
|
2021
Q1 | – | Sell |
-133
| Closed | -$23K | – | 1379 |
|
|
2020
Q4 | $23K | Buy |
+133
| New | +$23K | ﹤0.01% | 692 |
|
|
2019
Q4 | – | Sell |
-108
| Closed | -$14K | – | 653 |
|
|
2019
Q3 | $14K | Hold |
108
| – | – | 0.01% | 376 |
|
|
2019
Q2 | $15K | Hold |
108
| – | – | 0.01% | 363 |
|
|
2019
Q1 | $14K | Hold |
108
| – | – | 0.01% | 352 |
|
|
2018
Q4 | $12K | Hold |
108
| – | – | 0.01% | 346 |
|
|
2018
Q3 | $14K | Buy |
+108
| New | +$14K | 0.01% | 394 |
|