EWA
Evolution Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,686
| Closed | -$644K | – | 140 |
|
|
2024
Q1 | $644K | Hold |
2,686
| – | – | 0.12% | 71 |
|
|
2023
Q4 | $586K | Hold |
2,686
| – | – | 0.12% | 72 |
|
|
2023
Q3 | $526K | Hold |
2,686
| – | – | 0.12% | 73 |
|
|
2023
Q2 | $545K | Hold |
2,686
| – | – | 0.12% | 69 |
|
|
2023
Q1 | $502K | Hold |
2,686
| – | – | 0.12% | 69 |
|
|
2022
Q4 | $468K | Hold |
2,686
| – | – | 0.12% | 76 |
|
|
2022
Q3 | $439K | Buy |
+2,686
| New | +$439K | 0.12% | 75 |
|