Crewe Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-38
| Closed | -$7.44K | – | 698 |
|
|
2023
Q3 | $7.44K | Hold |
38
| – | – | ﹤0.01% | 266 |
|
|
2023
Q2 | $7.7K | Buy |
38
+16
| +73% | +$3.24K | ﹤0.01% | 433 |
|
|
2023
Q1 | $4.11K | Hold |
22
| – | – | ﹤0.01% | 656 |
|
|
2022
Q4 | $3.83K | Hold |
22
| – | – | ﹤0.01% | 725 |
|
|
2022
Q3 | $4K | Hold |
22
| – | – | ﹤0.01% | 919 |
|
|
2022
Q2 | $4K | Hold |
22
| – | – | ﹤0.01% | 850 |
|
|
2022
Q1 | $5K | Buy |
+22
| New | +$5K | ﹤0.01% | 398 |
|