EA
Efficient Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $557K | Buy |
1,953
+23
| +1% | +$6.56K | 0.03% | 67 |
|
|
2025
Q1 | $496K | Sell |
1,930
-193
| -9% | -$49.6K | 0.03% | 54 |
|
|
2024
Q4 | $573K | Sell |
2,123
-142
| -6% | -$38.3K | 0.04% | 52 |
|
|
2024
Q3 | $596K | Sell |
2,265
-80
| -3% | -$21.1K | 0.04% | 52 |
|
|
2024
Q2 | $585K | Sell |
2,345
-589
| -20% | -$147K | 0.04% | 52 |
|
|
2024
Q1 | $703K | Sell |
2,934
-141
| -5% | -$33.8K | 0.05% | 52 |
|
|
2023
Q4 | $671K | Sell |
3,075
-102
| -3% | -$22.3K | 0.05% | 52 |
|
|
2023
Q3 | $622K | Sell |
3,177
-127
| -4% | -$24.9K | 0.04% | 53 |
|
|
2023
Q2 | $670K | Sell |
3,304
-193
| -6% | -$39.1K | 0.04% | 54 |
|
|
2023
Q1 | $653K | Sell |
3,497
-14
| -0.4% | -$2.62K | 0.05% | 52 |
|
|
2022
Q4 | $612K | Sell |
3,511
-263
| -7% | -$45.8K | 0.06% | 48 |
|
|
2022
Q3 | $617K | Sell |
3,774
-52
| -1% | -$8.5K | 0.05% | 43 |
|
|
2022
Q2 | $659K | Sell |
3,826
-319
| -8% | -$54.9K | 0.06% | 41 |
|
|
2022
Q1 | $864K | Sell |
4,145
-52
| -1% | -$10.8K | 0.07% | 41 |
|
|
2021
Q4 | $928K | Sell |
4,197
-108
| -3% | -$23.9K | 0.07% | 42 |
|
|
2021
Q3 | $865K | Sell |
4,305
-602
| -12% | -$121K | 0.08% | 42 |
|
|
2021
Q2 | $985K | Sell |
4,907
-269
| -5% | -$54K | 0.12% | 42 |
|
|
2021
Q1 | $959K | Sell |
5,176
-517
| -9% | -$95.8K | 0.13% | 41 |
|
|
2020
Q4 | $1M | Sell |
5,693
-731
| -11% | -$129K | 0.15% | 46 |
|
|
2020
Q3 | $1.01M | Sell |
6,424
-345
| -5% | -$54K | 0.18% | 33 |
|
|
2020
Q2 | $968K | Sell |
6,769
-208
| -3% | -$29.7K | 0.18% | 34 |
|
|
2020
Q1 | $826K | Sell |
6,977
-601
| -8% | -$71.2K | 0.17% | 36 |
|
|
2019
Q4 | $1.12M | Sell |
7,578
-237
| -3% | -$35K | 0.19% | 32 |
|
|
2019
Q3 | $1.07M | Sell |
7,815
-486
| -6% | -$66.2K | 0.19% | 32 |
|
|
2019
Q2 | $1.12M | Sell |
8,301
-59
| -0.7% | -$7.95K | 0.2% | 34 |
|
|
2019
Q1 | $1.09M | Sell |
8,360
-771
| -8% | -$100K | 0.19% | 35 |
|
|
2018
Q4 | $1.05M | Sell |
9,131
-310
| -3% | -$35.6K | 0.2% | 33 |
|
|
2018
Q3 | $1.26M | Sell |
9,441
-463
| -5% | -$61.8K | 0.22% | 30 |
|
|
2018
Q2 | $1.24M | Sell |
9,904
-465
| -4% | -$58K | 0.21% | 32 |
|
|
2018
Q1 | $1.26M | Sell |
10,369
-230
| -2% | -$27.9K | 0.21% | 31 |
|
|
2017
Q4 | $1.3M | Buy |
10,599
+799
| +8% | +$97.9K | 0.22% | 30 |
|
|
2017
Q3 | $1.13M | Sell |
9,800
-73,022
| -88% | -$8.43M | 0.19% | 33 |
|
|
2017
Q2 | $9.2M | Buy |
82,822
+2,263
| +3% | +$251K | 1.35% | 19 |
|
|
2017
Q1 | $8.71M | Buy |
80,559
+2,532
| +3% | +$274K | 1.22% | 21 |
|
|
2016
Q4 | $7.99M | Buy |
78,027
+2,792
| +4% | +$286K | 1.14% | 22 |
|
|
2016
Q3 | $7.46M | Buy |
75,235
+72,785
| +2,971% | +$7.22M | 1.1% | 20 |
|
|
2016
Q2 | $235K | Buy |
+2,450
| New | +$235K | 0.04% | 63 |
|