DWM
Doyle Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $364K | Buy |
2,223
+5
| +0.2% | +$819 | 0.03% | 149 |
|
|
2022
Q2 | $382K | Buy |
2,218
+4
| +0.2% | +$689 | 0.03% | 149 |
|
|
2022
Q1 | $462K | Buy |
2,214
+4
| +0.2% | +$835 | 0.03% | 159 |
|
|
2021
Q4 | $489K | Sell |
2,210
-205
| -8% | -$45.4K | 0.04% | 145 |
|
|
2021
Q3 | $485K | Buy |
2,415
+613
| +34% | +$123K | 0.04% | 142 |
|
|
2021
Q2 | $362K | Buy |
1,802
+3
| +0.2% | +$603 | 0.03% | 165 |
|
|
2021
Q1 | $333K | Sell |
1,799
-284
| -14% | -$52.6K | 0.03% | 166 |
|
|
2020
Q4 | $366K | Sell |
2,083
-69
| -3% | -$12.1K | 0.04% | 157 |
|
|
2020
Q3 | $337K | Buy |
2,152
+5
| +0.2% | +$783 | 0.04% | 142 |
|
|
2020
Q2 | $307K | Buy |
2,147
+7
| +0.3% | +$1K | 0.04% | 141 |
|
|
2020
Q1 | $253K | Buy |
2,140
+8
| +0.4% | +$946 | 0.04% | 153 |
|
|
2019
Q4 | $315K | Sell |
2,132
-50
| -2% | -$7.39K | 0.04% | 156 |
|
|
2019
Q3 | $297K | Buy |
2,182
+12
| +0.6% | +$1.63K | 0.04% | 156 |
|
|
2019
Q2 | $292K | Hold |
2,170
| – | – | 0.04% | 158 |
|
|
2019
Q1 | $287K | Buy |
2,170
+8
| +0.4% | +$1.06K | 0.04% | 152 |
|
|
2018
Q4 | $248K | Buy |
2,162
+15
| +0.7% | +$1.72K | 0.04% | 160 |
|
|
2018
Q3 | $287K | Hold |
2,147
| – | – | 0.04% | 154 |
|
|
2018
Q2 | $268K | Sell |
2,147
-503
| -19% | -$62.8K | 0.04% | 153 |
|
|
2018
Q1 | $321K | Buy |
2,650
+8
| +0.3% | +$969 | 0.05% | 127 |
|
|
2017
Q4 | $324K | Buy |
2,642
+9
| +0.3% | +$1.1K | 0.05% | 126 |
|
|
2017
Q3 | $304K | Buy |
2,633
+10
| +0.4% | +$1.16K | 0.05% | 118 |
|
|
2017
Q2 | $291K | Buy |
2,623
+8
| +0.3% | +$888 | 0.05% | 114 |
|
|
2017
Q1 | $283K | Buy |
+2,615
| New | +$283K | 0.06% | 112 |
|