DI
Disciplined Investments’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Hold |
1,105
| – | – | 0.13% | 100 |
|
|
2025
Q1 | $284K | Buy |
1,105
+1
| +0.1% | +$257 | 0.13% | 108 |
|
|
2024
Q4 | $298K | Sell |
1,104
-3
| -0.3% | -$809 | 0.15% | 101 |
|
|
2024
Q3 | $291K | Hold |
1,107
| – | – | 0.14% | 103 |
|
|
2024
Q2 | $276K | Hold |
1,107
| – | – | 0.15% | 106 |
|
|
2024
Q1 | $265K | Buy |
+1,107
| New | +$265K | 0.14% | 106 |
|
|
2023
Q3 | – | Sell |
-895
| Closed | -$181K | – | 1522 |
|
|
2023
Q2 | $181K | Sell |
895
-140
| -14% | -$28.4K | 0.1% | 118 |
|
|
2023
Q1 | $193K | Sell |
1,035
-95
| -8% | -$17.7K | 0.08% | 130 |
|
|
2022
Q4 | $197K | Hold |
1,130
| – | – | 0.1% | 114 |
|
|
2022
Q3 | $185K | Sell |
1,130
-21
| -2% | -$3.44K | 0.09% | 130 |
|
|
2022
Q2 | $198K | Sell |
1,151
-135
| -10% | -$23.2K | 0.09% | 129 |
|
|
2022
Q1 | $268K | Sell |
1,286
-7
| -0.5% | -$1.46K | 0.11% | 111 |
|
|
2021
Q4 | $286K | Sell |
1,293
-43
| -3% | -$9.51K | 0.13% | 103 |
|
|
2021
Q3 | $268K | Sell |
1,336
-1,023
| -43% | -$205K | 0.13% | 102 |
|
|
2021
Q2 | $474K | Sell |
2,359
-77
| -3% | -$15.5K | 0.24% | 78 |
|
|
2021
Q1 | $451K | Sell |
2,436
-173
| -7% | -$32K | 0.27% | 77 |
|
|
2020
Q4 | $459K | Sell |
2,609
-590
| -18% | -$104K | 0.31% | 66 |
|
|
2020
Q3 | $500K | Sell |
3,199
-89
| -3% | -$13.9K | 0.37% | 65 |
|
|
2020
Q2 | $470K | Sell |
3,288
-29
| -0.9% | -$4.15K | 0.37% | 66 |
|
|
2020
Q1 | $393K | Buy |
3,317
+636
| +24% | +$75.4K | 0.37% | 64 |
|
|
2019
Q4 | $396K | Buy |
+2,681
| New | +$396K | 0.33% | 63 |
|