DT Investment Partners’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Hold |
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|
2025
Q1 | $94.8K | Hold |
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|
2024
Q4 | $99.5K | Hold |
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|
2024
Q3 | $97.2K | Hold |
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|
2024
Q2 | $92.1K | Sell |
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|
2024
Q1 | $90.9K | Hold |
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|
2023
Q4 | $85.5K | Hold |
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|
2023
Q3 | $74.2K | Hold |
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|
2023
Q2 | $79.2K | Buy |
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|
2023
Q1 | $28.2K | Sell |
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|
2022
Q4 | $34.3K | Hold |
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|
2022
Q3 | $32K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $632K | Buy |
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|
2021
Q4 | $654K | Sell |
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|
2021
Q3 | $632K | Sell |
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|
2021
Q2 | $652K | Hold |
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|
2021
Q1 | $602K | Sell |
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|
2020
Q4 | $577K | Buy |
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|
2020
Q3 | $491K | Sell |
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|
2020
Q2 | $471K | Buy |
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|
2020
Q1 | $350K | Buy |
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|
2019
Q4 | $437K | Buy |
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|
2019
Q3 | $402K | Buy |
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|
2019
Q2 | $390K | Buy |
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|
2019
Q1 | $344K | Sell |
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|
2018
Q4 | $447K | Buy |
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|
2018
Q3 | $476K | Buy |
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|
2018
Q2 | $440K | Buy |
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|
2018
Q1 | $421K | Sell |
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|
2017
Q4 | $441K | Sell |
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|
2017
Q3 | $421K | Buy |
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|
2017
Q2 | $335K | Sell |
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|
2017
Q1 | $342K | Buy |
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|
2016
Q4 | $294K | Buy |
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|
2016
Q3 | $260K | Hold |
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|
2016
Q2 | $251K | Buy |
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|
2016
Q1 | $222K | Buy |
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|
2015
Q4 | $208K | Sell |
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|
2015
Q3 | $237K | Hold |
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|
2015
Q2 | $255K | Sell |
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|
2015
Q1 | $265K | Buy |
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|
2014
Q4 | $259K | Buy |
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|
2014
Q3 | $236K | Hold |
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|
2014
Q2 | $235K | Buy |
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