DFA
Delta Financial Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Hold |
1,788
| – | – | 0.18% | 85 |
|
|
2025
Q1 | $459K | Buy |
1,788
+2
| +0.1% | +$514 | 0.17% | 87 |
|
|
2024
Q4 | $482K | Buy |
1,786
+4
| +0.2% | +$1.08K | 0.18% | 86 |
|
|
2024
Q3 | $469K | Buy |
1,782
+1
| +0.1% | +$263 | 0.17% | 92 |
|
|
2024
Q2 | $445K | Hold |
1,781
| – | – | 0.17% | 91 |
|
|
2024
Q1 | $427K | Sell |
1,781
-250
| -12% | -$59.9K | 0.17% | 90 |
|
|
2023
Q4 | $443K | Sell |
2,031
-275
| -12% | -$60K | 0.19% | 90 |
|
|
2023
Q3 | $451K | Buy |
2,306
+3
| +0.1% | +$587 | 0.2% | 94 |
|
|
2023
Q2 | $467K | Buy |
2,303
+1
| +0% | +$203 | 0.21% | 92 |
|
|
2023
Q1 | $430K | Buy |
2,302
+3
| +0.1% | +$560 | 0.21% | 92 |
|
|
2022
Q4 | $400K | Buy |
2,299
+4
| +0.2% | +$697 | 0.19% | 93 |
|
|
2022
Q3 | $375K | Buy |
2,295
+3
| +0.1% | +$490 | 0.2% | 94 |
|
|
2022
Q2 | $395K | Buy |
2,292
+4
| +0.2% | +$689 | 0.2% | 94 |
|
|
2022
Q1 | $477K | Buy |
2,288
+2
| +0.1% | +$417 | 0.2% | 95 |
|
|
2021
Q4 | $505K | Buy |
2,286
+3
| +0.1% | +$663 | 0.21% | 96 |
|
|
2021
Q3 | $459K | Buy |
2,283
+2
| +0.1% | +$402 | 0.2% | 96 |
|
|
2021
Q2 | $458K | Buy |
2,281
+3
| +0.1% | +$602 | 0.2% | 97 |
|
|
2021
Q1 | $422K | Buy |
2,278
+2
| +0.1% | +$371 | 0.2% | 96 |
|
|
2020
Q4 | $400K | Buy |
2,276
+6
| +0.3% | +$1.05K | 0.2% | 97 |
|
|
2020
Q3 | $355K | Sell |
2,270
-76
| -3% | -$11.9K | 0.2% | 97 |
|
|
2020
Q2 | $336K | Sell |
2,346
-145
| -6% | -$20.8K | 0.2% | 98 |
|
|
2020
Q1 | $295K | Sell |
2,491
-405
| -14% | -$48K | 0.2% | 93 |
|
|
2019
Q4 | $428K | Buy |
2,896
+7
| +0.2% | +$1.04K | 0.17% | 95 |
|
|
2019
Q3 | $394K | Buy |
2,889
+11
| +0.4% | +$1.5K | 0.16% | 104 |
|
|
2019
Q2 | $388K | Buy |
+2,878
| New | +$388K | 0.16% | 101 |
|