DHJJ Financial Advisors’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 | $178K | Buy |
625
+25
| +4% | +$7.13K | 0.06% | 183 |
|
2025
Q1 | $154K | Sell |
600
-12
| -2% | -$3.09K | 0.06% | 177 |
|
2024
Q4 | $165K | Buy |
612
+1
| +0.2% | +$270 | 0.06% | 173 |
|
2024
Q3 | $161K | Buy |
611
+18
| +3% | +$4.74K | 0.06% | 167 |
|
2024
Q2 | $148K | Hold |
593
| – | – | 0.06% | 166 |
|
2024
Q1 | $142K | Buy |
593
+1
| +0.2% | +$240 | 0.06% | 169 |
|
2023
Q4 | $129K | Sell |
592
-18
| -3% | -$3.93K | 0.06% | 172 |
|
2023
Q3 | $119K | Buy |
+610
| New | +$119K | 0.06% | 168 |
|