Evoke Wealth’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Hold |
1,845
| – | – | 0.01% | 330 |
|
|
2025
Q1 | $474K | Sell |
1,845
-500
| -21% | -$129K | 0.01% | 281 |
|
|
2024
Q4 | $632K | Buy |
2,345
+1,569
| +202% | +$423K | 0.02% | 227 |
|
|
2024
Q3 | $205K | Buy |
+776
| New | +$205K | 0.01% | 392 |
|
|
2024
Q2 | – | Sell |
-1,176
| Closed | -$282K | – | 392 |
|
|
2024
Q1 | $282K | Hold |
1,176
| – | – | 0.01% | 333 |
|
|
2023
Q4 | $257K | Sell |
1,176
-675
| -36% | -$147K | 0.42% | 58 |
|
|
2023
Q3 | $362K | Hold |
1,851
| – | – | 0.01% | 272 |
|
|
2023
Q2 | $375K | Hold |
1,851
| – | – | 0.01% | 252 |
|
|
2023
Q1 | $346K | Hold |
1,851
| – | – | 0.01% | 259 |
|
|
2022
Q4 | $322K | Sell |
1,851
-825
| -31% | -$144K | 0.01% | 272 |
|
|
2022
Q3 | $438K | Hold |
2,676
| – | – | 0.02% | 223 |
|
|
2022
Q2 | $461K | Buy |
2,676
+1,176
| +78% | +$203K | 0.02% | 230 |
|
|
2022
Q1 | $313K | Hold |
1,500
| – | – | 0.01% | 285 |
|
|
2021
Q4 | $332K | Hold |
1,500
| – | – | 0.01% | 292 |
|
|
2021
Q3 | $301K | Hold |
1,500
| – | – | 0.01% | 284 |
|
|
2021
Q2 | $301K | Sell |
1,500
-1,699
| -53% | -$341K | 0.01% | 296 |
|
|
2021
Q1 | $593K | Hold |
3,199
| – | – | 0.03% | 198 |
|
|
2020
Q4 | $562K | Hold |
3,199
| – | – | 0.04% | 141 |
|
|
2020
Q3 | $501K | Hold |
3,199
| – | – | 0.04% | 135 |
|
|
2020
Q2 | $458K | Hold |
3,199
| – | – | 0.04% | 118 |
|
|
2020
Q1 | $379K | Buy |
+3,199
| New | +$379K | 0.05% | 119 |
|
|
2019
Q4 | – | Sell |
-3,268
| Closed | -$446K | – | 1484 |
|
|
2019
Q3 | $446K | Buy |
+3,268
| New | +$446K | 0.05% | 156 |
|