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Everpar 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 | $699K | Hold |
2,450
| – | – | 0.32% | 68 |
|
2025
Q1 | $630K | Hold |
2,450
| – | – | 0.33% | 71 |
|
2024
Q4 | $661K | Hold |
2,450
| – | – | 0.33% | 71 |
|
2024
Q3 | $645K | Hold |
2,450
| – | – | 0.33% | 77 |
|
2024
Q2 | $612K | Buy |
2,450
+600
| +32% | +$150K | 0.31% | 91 |
|
2024
Q1 | $444K | Sell |
1,850
-470
| -20% | -$113K | 0.27% | 124 |
|
2023
Q4 | $506K | Buy |
+2,320
| New | +$506K | 0.24% | 151 |
|