Curi Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-22
| Closed | -$4K | – | 688 |
|
|
2022
Q2 | $4K | Hold |
22
| – | – | ﹤0.01% | 480 |
|
|
2022
Q1 | $4K | Hold |
22
| – | – | ﹤0.01% | 434 |
|
|
2021
Q4 | $4K | Buy |
+22
| New | +$4K | ﹤0.01% | 390 |
|
|
2021
Q1 | – | Sell |
-22
| Closed | -$3K | – | 484 |
|
|
2020
Q4 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 326 |
|