FG
Fiduciary Group’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Sell |
1,352
-69
| -5% | -$19.7K | 0.04% | 216 |
|
|
2025
Q1 | $365K | Sell |
1,421
-178
| -11% | -$45.8K | 0.04% | 218 |
|
|
2024
Q4 | $431K | Hold |
1,599
| – | – | 0.04% | 205 |
|
|
2024
Q3 | $421K | Hold |
1,599
| – | – | 0.04% | 205 |
|
|
2024
Q2 | $399K | Hold |
1,599
| – | – | 0.04% | 206 |
|
|
2024
Q1 | $383K | Hold |
1,599
| – | – | 0.04% | 210 |
|
|
2023
Q4 | $349K | Hold |
1,599
| – | – | 0.04% | 210 |
|
|
2023
Q3 | $313K | Sell |
1,599
-59
| -4% | -$11.5K | 0.04% | 199 |
|
|
2023
Q2 | $336K | Buy |
1,658
+59
| +4% | +$12K | 0.04% | 191 |
|
|
2023
Q1 | $299K | Hold |
1,599
| – | – | 0.04% | 198 |
|
|
2022
Q4 | $279K | Hold |
1,599
| – | – | 0.04% | 198 |
|
|
2022
Q3 | $288K | Hold |
1,599
| – | – | 0.04% | 199 |
|
|
2022
Q2 | $308K | Hold |
1,599
| – | – | 0.04% | 194 |
|
|
2022
Q1 | $286K | Sell |
1,599
-10
| -0.6% | -$1.79K | 0.04% | 189 |
|
|
2021
Q4 | $356K | Hold |
1,609
| – | – | 0.04% | 183 |
|
|
2021
Q3 | $344K | Hold |
1,609
| – | – | 0.04% | 183 |
|
|
2021
Q2 | $331K | Hold |
1,609
| – | – | 0.04% | 185 |
|
|
2021
Q1 | $314K | Hold |
1,609
| – | – | 0.04% | 186 |
|
|
2020
Q4 | $297K | Hold |
1,609
| – | – | 0.04% | 179 |
|
|
2020
Q3 | $252K | Buy |
1,609
+200
| +14% | +$31.3K | 0.04% | 177 |
|
|
2020
Q2 | $201K | Buy |
+1,409
| New | +$201K | 0.03% | 192 |
|