Financial Advocates Investment Management’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 | $436K | Buy |
+1,528
| New | +$436K | 0.04% | 392 |
|
|
2025
Q1 | – | Sell |
-876
| Closed | -$236K | – | 773 |
|
|
2024
Q4 | $236K | Buy |
876
+2
| +0.2% | +$540 | 0.01% | 660 |
|
|
2024
Q3 | $230K | Buy |
874
+7
| +0.8% | +$1.84K | 0.01% | 677 |
|
|
2024
Q2 | $216K | Sell |
867
-7,908
| -90% | -$1.97M | 0.01% | 653 |
|
|
2024
Q1 | $2.26M | Buy |
+8,775
| New | +$2.26M | 0.13% | 169 |
|
|
2023
Q4 | – | Sell |
-1,133
| Closed | -$221K | – | 772 |
|
|
2023
Q3 | $221K | Sell |
1,133
-645
| -36% | -$126K | 0.02% | 621 |
|
|
2023
Q2 | $360K | Sell |
1,778
-1,387
| -44% | -$281K | 0.03% | 470 |
|
|
2023
Q1 | $591K | Buy |
3,165
+1,797
| +131% | +$336K | 0.04% | 387 |
|
|
2022
Q4 | $238K | Sell |
1,368
-3,968
| -74% | -$691K | 0.02% | 618 |
|
|
2022
Q3 | $715K | Buy |
5,336
+1,271
| +31% | +$170K | 0.06% | 318 |
|
|
2022
Q2 | $701K | Sell |
4,065
-981
| -19% | -$169K | 0.06% | 326 |
|
|
2022
Q1 | $1.05M | Buy |
5,046
+5
| +0.1% | +$1.04K | 0.07% | 291 |
|
|
2021
Q4 | $894K | Buy |
5,041
+22
| +0.4% | +$3.9K | 0.06% | 341 |
|
|
2021
Q3 | $1.01M | Buy |
5,019
+103
| +2% | +$20.7K | 0.07% | 311 |
|
|
2021
Q2 | $987K | Sell |
4,916
-6,605
| -57% | -$1.33M | 0.07% | 310 |
|
|
2021
Q1 | $2.13M | Sell |
11,521
-1,484
| -11% | -$275K | 0.15% | 160 |
|
|
2020
Q4 | $2.21M | Buy |
13,005
+929
| +8% | +$158K | 0.15% | 152 |
|
|
2020
Q3 | $1.89M | Sell |
12,076
-55
| -0.5% | -$8.6K | 0.16% | 132 |
|
|
2020
Q2 | $1.76M | Buy |
12,131
+283
| +2% | +$41K | 0.17% | 142 |
|
|
2020
Q1 | $1.4M | Buy |
11,848
+3,539
| +43% | +$419K | 0.2% | 136 |
|
|
2019
Q4 | $1.23M | Buy |
+8,309
| New | +$1.23M | 0.13% | 181 |
|