Financial Engines Advisors’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 | $14M | Sell |
49,111
-8,797
| -15% | -$2.51M | 0.03% | 89 |
|
|
2025
Q1 | $14.9M | Buy |
57,908
+1,043
| +2% | +$268K | 0.03% | 80 |
|
|
2024
Q4 | $15.3M | Buy |
56,865
+27,137
| +91% | +$7.32M | 0.03% | 81 |
|
|
2024
Q3 | $7.83M | Sell |
29,728
-969
| -3% | -$255K | 0.02% | 95 |
|
|
2024
Q2 | $7.67M | Buy |
30,697
+27,938
| +1,013% | +$6.98M | 0.02% | 95 |
|
|
2024
Q1 | $661K | Sell |
2,759
-12
| -0.4% | -$2.88K | ﹤0.01% | 223 |
|
|
2023
Q4 | $605K | Sell |
2,771
-2,285
| -45% | -$499K | ﹤0.01% | 213 |
|
|
2023
Q3 | $989K | Buy |
5,056
+2,266
| +81% | +$443K | ﹤0.01% | 167 |
|
|
2023
Q2 | $566K | Sell |
2,790
-952
| -25% | -$193K | ﹤0.01% | 199 |
|
|
2023
Q1 | $699K | Buy |
3,742
+952
| +34% | +$178K | ﹤0.01% | 194 |
|
|
2022
Q4 | $486K | Sell |
2,790
-388
| -12% | -$67.6K | ﹤0.01% | 214 |
|
|
2022
Q3 | $519K | Buy |
3,178
+962
| +43% | +$157K | ﹤0.01% | 197 |
|
|
2022
Q2 | $381K | Buy |
2,216
+55
| +3% | +$9.46K | ﹤0.01% | 225 |
|
|
2022
Q1 | $451K | Buy |
+2,161
| New | +$451K | ﹤0.01% | 210 |
|
|
2018
Q4 | – | Sell |
-29
| Closed | -$4K | – | 178 |
|
|
2018
Q3 | $4K | Buy |
+29
| New | +$4K | ﹤0.01% | 129 |
|