Essex Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $744K | Hold |
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|
2024
Q2 | $705K | Hold |
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|
2024
Q1 | $677K | Hold |
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|
2023
Q4 | $616K | Hold |
|
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|
2023
Q3 | $553K | Hold |
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|
2023
Q2 | $572K | Hold |
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|
2023
Q1 | $528K | Hold |
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|
2022
Q4 | $492K | Buy |
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|
2022
Q3 | $418K | Hold |
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|
2022
Q2 | $440K | Hold |
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|
2022
Q1 | $532K | Hold |
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|
2021
Q4 | $564K | Hold |
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|
2021
Q3 | $513K | Hold |
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|
2021
Q2 | $513K | Hold |
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|
2021
Q1 | $473K | Hold |
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|
2020
Q4 | $448K | Hold |
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|
2020
Q3 | $399K | Hold |
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|
2020
Q2 | $365K | Hold |
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|
2020
Q1 | $302K | Hold |
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|
2019
Q4 | $377K | Buy |
|