DWP
Destiny Wealth Partners’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
4,666
-23
| -0.5% | -$6.56K | 0.18% | 74 |
|
|
2025
Q1 | $1.21M | Hold |
4,689
| – | – | 0.19% | 74 |
|
|
2024
Q4 | $1.26M | Hold |
4,689
| – | – | 0.21% | 75 |
|
|
2024
Q3 | $1.23M | Buy |
4,689
+23
| +0.5% | +$6.06K | 0.22% | 73 |
|
|
2024
Q2 | $1.16M | Hold |
4,666
| – | – | 0.21% | 72 |
|
|
2024
Q1 | $1.12M | Hold |
4,666
| – | – | 0.2% | 68 |
|
|
2023
Q4 | $1M | Hold |
4,666
| – | – | 0.19% | 72 |
|
|
2023
Q3 | $913K | Sell |
4,666
-311
| -6% | -$60.9K | 0.18% | 76 |
|
|
2023
Q2 | $1.03M | Buy |
4,977
+311
| +7% | +$64.4K | 0.2% | 73 |
|
|
2023
Q1 | $872K | Hold |
4,666
| – | – | 0.18% | 74 |
|
|
2022
Q4 | $813K | Hold |
4,666
| – | – | 0.18% | 79 |
|
|
2022
Q3 | $763K | Hold |
4,666
| – | – | 0.17% | 78 |
|
|
2022
Q2 | $804K | Hold |
4,666
| – | – | 0.18% | 72 |
|
|
2022
Q1 | $973K | Hold |
4,666
| – | – | 0.19% | 71 |
|
|
2021
Q4 | $1.03M | Hold |
4,666
| – | – | 0.2% | 79 |
|
|
2021
Q3 | $937K | Hold |
4,666
| – | – | 0.19% | 80 |
|
|
2021
Q2 | $937K | Buy |
+4,666
| New | +$937K | 0.18% | 88 |
|