EWM
Empirical Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3M | Buy |
53,468
+22
| +0% | +$6.28K | 0.34% | 58 |
|
|
2025
Q1 | $13.7M | Sell |
53,446
-737
| -1% | -$189K | 0.35% | 56 |
|
|
2024
Q4 | $14.6M | Sell |
54,183
-273
| -0.5% | -$73.6K | 0.4% | 51 |
|
|
2024
Q3 | $14.3M | Sell |
54,456
-12
| -0% | -$3.16K | 0.4% | 53 |
|
|
2024
Q2 | $13.6M | Sell |
54,468
-3,287
| -6% | -$820K | 0.4% | 51 |
|
|
2024
Q1 | $13.8M | Sell |
57,755
-2,820
| -5% | -$676K | 0.42% | 44 |
|
|
2023
Q4 | $13.2M | Sell |
60,575
-913
| -1% | -$199K | 0.44% | 42 |
|
|
2023
Q3 | $12M | Buy |
61,488
+174
| +0.3% | +$34.1K | 0.47% | 46 |
|
|
2023
Q2 | $12.4M | Sell |
61,314
-2,086
| -3% | -$423K | 0.5% | 39 |
|
|
2023
Q1 | $11.8M | Sell |
63,400
-1,264
| -2% | -$236K | 0.51% | 37 |
|
|
2022
Q4 | $11.3M | Sell |
64,664
-3,750
| -5% | -$653K | 0.53% | 37 |
|
|
2022
Q3 | $11.2M | Buy |
68,414
+427
| +0.6% | +$69.8K | 0.59% | 36 |
|
|
2022
Q2 | $11.7M | Sell |
67,987
-45
| -0.1% | -$7.76K | 0.61% | 36 |
|
|
2022
Q1 | $14.2M | Buy |
68,032
+929
| +1% | +$194K | 0.71% | 30 |
|
|
2021
Q4 | $14.8M | Sell |
67,103
-2,069
| -3% | -$457K | 0.74% | 31 |
|
|
2021
Q3 | $13.9M | Buy |
69,172
+117
| +0.2% | +$23.5K | 0.79% | 27 |
|
|
2021
Q2 | $13.9M | Buy |
69,055
+10,578
| +18% | +$2.12M | 0.84% | 26 |
|
|
2021
Q1 | $10.8M | Sell |
58,477
-13,658
| -19% | -$2.53M | 0.87% | 22 |
|
|
2020
Q4 | $12.7M | Sell |
72,135
-1,369
| -2% | -$241K | 0.97% | 21 |
|
|
2020
Q3 | $11.5M | Sell |
73,504
-4,103
| -5% | -$642K | 0.98% | 21 |
|
|
2020
Q2 | $11.1M | Sell |
77,607
-945
| -1% | -$135K | 1.04% | 19 |
|
|
2020
Q1 | $9.3M | Buy |
78,552
+11,956
| +18% | +$1.42M | 1.02% | 17 |
|
|
2019
Q4 | $9.85M | Sell |
66,596
-4,548
| -6% | -$672K | 1.08% | 15 |
|
|
2019
Q3 | $9.7M | Sell |
71,144
-4,994
| -7% | -$681K | 1.17% | 15 |
|
|
2019
Q2 | $10.3M | Sell |
76,138
-1,994
| -3% | -$269K | 1.34% | 12 |
|
|
2019
Q1 | $10.1M | Sell |
78,132
-1,500
| -2% | -$195K | 1.48% | 11 |
|
|
2018
Q4 | $9.15M | Sell |
79,632
-2,412
| -3% | -$277K | 1.55% | 11 |
|
|
2018
Q3 | $11M | Buy |
82,044
+1,323
| +2% | +$177K | 1.94% | 8 |
|
|
2018
Q2 | $10.1M | Sell |
80,721
-1,269
| -2% | -$158K | 1.89% | 11 |
|
|
2018
Q1 | $9.94M | Sell |
81,990
-2,525
| -3% | -$306K | 1.96% | 8 |
|
|
2017
Q4 | $10.4M | Sell |
84,515
-1,015
| -1% | -$124K | 2.22% | 8 |
|
|
2017
Q3 | $9.87M | Sell |
85,530
-1,572
| -2% | -$181K | 2.28% | 8 |
|
|
2017
Q2 | $9.67M | Sell |
87,102
-3,121
| -3% | -$346K | 2.35% | 8 |
|
|
2017
Q1 | $9.75M | Sell |
90,223
-4,996
| -5% | -$540K | 2.43% | 8 |
|
|
2016
Q4 | $9.75M | Buy |
95,219
+51
| +0.1% | +$5.22K | 2.39% | 9 |
|
|
2016
Q3 | $9.44M | Sell |
95,168
-3,412
| -3% | -$338K | 2.46% | 9 |
|
|
2016
Q2 | $9.45M | Sell |
98,580
-10,715
| -10% | -$1.03M | 2.48% | 9 |
|
|
2016
Q1 | $10.3M | Buy |
109,295
+1,226
| +1% | +$115K | 2.49% | 10 |
|
|
2015
Q4 | $10.1M | Sell |
108,069
-4,766
| -4% | -$446K | 2.46% | 10 |
|
|
2015
Q3 | $9.94M | Sell |
112,835
-691
| -0.6% | -$60.8K | 2.35% | 11 |
|
|
2015
Q2 | $10.8M | Sell |
113,526
-3,539
| -3% | -$336K | 2.5% | 11 |
|
|
2015
Q1 | $11.1M | Sell |
117,065
-2,123
| -2% | -$202K | 2.67% | 10 |
|
|
2014
Q4 | $11.3M | Sell |
119,188
-6,701
| -5% | -$632K | 2.75% | 9 |
|
|
2014
Q3 | $11.4M | Sell |
125,889
-1,762
| -1% | -$159K | 2.75% | 11 |
|
|
2014
Q2 | $11.5M | Sell |
127,651
-8,609
| -6% | -$775K | 2.85% | 10 |
|
|
2014
Q1 | $11.7M | Sell |
136,260
-7,990
| -6% | -$687K | 3.09% | 9 |
|
|
2013
Q4 | $12.2M | Sell |
144,250
-10,499
| -7% | -$890K | 3.46% | 9 |
|
|
2013
Q3 | $12M | Sell |
154,749
-2,291
| -1% | -$177K | 3.74% | 7 |
|
|
2013
Q2 | $11.5M | Buy |
+157,040
| New | +$11.5M | 3.84% | 7 |
|