FWM
Fairhaven Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $563K | Sell |
2,087
-14
| -0.7% | -$3.78K | 0.18% | 59 |
|
|
2024
Q3 | $553K | Sell |
2,101
-64
| -3% | -$16.9K | 0.17% | 61 |
|
|
2024
Q2 | $540K | Buy |
2,165
+4
| +0.2% | +$999 | 0.18% | 58 |
|
|
2024
Q1 | $518K | Buy |
2,161
+2
| +0.1% | +$480 | 0.18% | 60 |
|
|
2023
Q4 | $471K | Sell |
2,159
-483
| -18% | -$105K | 0.17% | 62 |
|
|
2023
Q3 | $517K | Buy |
2,642
+33
| +1% | +$6.46K | 0.21% | 59 |
|
|
2023
Q2 | $529K | Buy |
+2,609
| New | +$529K | 0.2% | 60 |
|
|
2022
Q4 | $389K | Sell |
2,232
-3,347
| -60% | -$583K | 0.17% | 63 |
|
|
2022
Q3 | $913K | Buy |
5,579
+3,870
| +226% | +$633K | 0.41% | 41 |
|
|
2022
Q2 | $295K | Buy |
+1,709
| New | +$295K | 0.14% | 72 |
|