David J. Yvars Group’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Hold |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $995K | Sell |
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|
2024
Q1 | $961K | Sell |
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|
2023
Q4 | $878K | Sell |
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|
2023
Q3 | $788K | Sell |
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|
2023
Q2 | $832K | Sell |
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|
2023
Q1 | $789K | Sell |
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|
2022
Q4 | $748K | Sell |
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|
2022
Q3 | $712K | Sell |
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|
2022
Q2 | $761K | Sell |
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|
2022
Q1 | $975K | Buy |
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|
2021
Q4 | $975K | Sell |
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|
2021
Q3 | $921K | Sell |
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|
2021
Q2 | $916K | Sell |
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|
2021
Q1 | $858K | Sell |
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|
2020
Q4 | $837K | Buy |
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