DBK Financial Counsel’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 | $1.72M | Sell |
6,040
-170
| -3% | -$48.5K | 1.56% | 22 |
|
|
2025
Q1 | $1.6M | Buy |
6,210
+3,332
| +116% | +$856K | 1.6% | 21 |
|
|
2024
Q4 | $776K | Sell |
2,878
-30
| -1% | -$8.09K | 0.78% | 27 |
|
|
2024
Q3 | $766K | Sell |
2,908
-30
| -1% | -$7.9K | 0.77% | 28 |
|
|
2024
Q2 | $733K | Sell |
2,938
-122
| -4% | -$30.5K | 0.8% | 28 |
|
|
2024
Q1 | $734K | Sell |
3,060
-10
| -0.3% | -$2.4K | 0.77% | 29 |
|
|
2023
Q4 | $670K | Sell |
3,070
-406
| -12% | -$88.6K | 0.77% | 28 |
|
|
2023
Q3 | $680K | Sell |
3,476
-7
| -0.2% | -$1.37K | 0.9% | 26 |
|
|
2023
Q2 | $706K | Buy |
3,483
+294
| +9% | +$59.6K | 0.95% | 24 |
|
|
2023
Q1 | $596K | Sell |
3,189
-121
| -4% | -$22.6K | 0.83% | 25 |
|
|
2022
Q4 | $577K | Hold |
3,310
| – | – | 0.92% | 27 |
|
|
2022
Q3 | $541K | Hold |
3,310
| – | – | 0.93% | 25 |
|
|
2022
Q2 | $570K | Sell |
3,310
-10
| -0.3% | -$1.72K | 0.92% | 25 |
|
|
2022
Q1 | $692K | Hold |
3,320
| – | – | 1.02% | 22 |
|
|
2021
Q4 | $734K | Buy |
+3,320
| New | +$734K | 1.05% | 21 |
|