Financial Planning & Information Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $290K | Buy |
+1,100
| New | +$290K | 0.04% | 76 |
|
|
2024
Q2 | – | Sell |
-1,100
| Closed | -$264K | – | 90 |
|
|
2024
Q1 | $264K | Hold |
1,100
| – | – | 0.04% | 75 |
|
|
2023
Q4 | $240K | Hold |
1,100
| – | – | 0.04% | 75 |
|
|
2023
Q3 | $215K | Hold |
1,100
| – | – | 0.04% | 79 |
|
|
2023
Q2 | $223K | Hold |
1,100
| – | – | 0.04% | 80 |
|
|
2023
Q1 | $205K | Buy |
+1,100
| New | +$205K | 0.04% | 85 |
|
|
2022
Q2 | – | Sell |
-1,100
| Closed | -$229K | – | 82 |
|
|
2022
Q1 | $229K | Hold |
1,100
| – | – | 0.05% | 74 |
|
|
2021
Q4 | $243K | Hold |
1,100
| – | – | 0.06% | 71 |
|
|
2021
Q3 | $221K | Hold |
1,100
| – | – | 0.06% | 71 |
|
|
2021
Q2 | $221K | Hold |
1,100
| – | – | 0.06% | 69 |
|
|
2021
Q1 | $204K | Buy |
+1,100
| New | +$204K | 0.06% | 68 |
|