First Heartland Consultants’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 | $387K | Sell |
1,358
-35
| -3% | -$9.99K | 0.03% | 327 |
|
|
2025
Q1 | $358K | Buy |
1,393
+1
| +0.1% | +$257 | 0.04% | 306 |
|
|
2024
Q4 | $375K | Hold |
1,392
| – | – | 0.04% | 295 |
|
|
2024
Q3 | $366K | Sell |
1,392
-46
| -3% | -$12.1K | 0.04% | 296 |
|
|
2024
Q2 | $359 | Sell |
1,438
-157
| -10% | -$39 | 0.03% | 312 |
|
|
2024
Q1 | $384K | Hold |
1,595
| – | – | 0.04% | 288 |
|
|
2023
Q4 | $348K | Sell |
1,595
-119
| -7% | -$26K | 0.04% | 266 |
|
|
2023
Q3 | $335K | Sell |
1,714
-10
| -0.6% | -$1.95K | 0.04% | 272 |
|
|
2023
Q2 | $349K | Sell |
1,724
-28
| -2% | -$5.68K | 0.05% | 259 |
|
|
2023
Q1 | $327K | Buy |
1,752
+78
| +5% | +$14.6K | 0.05% | 267 |
|
|
2022
Q4 | $292K | Sell |
1,674
-95
| -5% | -$16.5K | 0.05% | 284 |
|
|
2022
Q3 | $289 | Hold |
1,769
| – | – | 0.02% | 265 |
|
|
2022
Q2 | $304K | Buy |
1,769
+30
| +2% | +$5.16K | 0.05% | 260 |
|
|
2022
Q1 | $362K | Buy |
1,739
+29
| +2% | +$6.04K | 0.06% | 225 |
|
|
2021
Q4 | $377 | Hold |
1,710
| – | – | 0.01% | 240 |
|
|
2021
Q3 | $344K | Buy |
1,710
+43
| +3% | +$8.65K | 0.05% | 253 |
|
|
2021
Q2 | $335K | Sell |
1,667
-193
| -10% | -$38.8K | 0.05% | 268 |
|
|
2021
Q1 | $345K | Sell |
1,860
-2,174
| -54% | -$403K | 0.05% | 261 |
|
|
2020
Q4 | $709K | Sell |
4,034
-744
| -16% | -$131K | 0.12% | 130 |
|
|
2020
Q3 | $747K | Sell |
4,778
-169
| -3% | -$26.4K | 0.14% | 109 |
|
|
2020
Q2 | $707K | Sell |
4,947
-216
| -4% | -$30.9K | 0.14% | 121 |
|
|
2020
Q1 | $612K | Sell |
5,163
-3,874
| -43% | -$459K | 0.16% | 118 |
|
|
2019
Q4 | $1.34M | Buy |
9,037
+178
| +2% | +$26.3K | 0.26% | 97 |
|
|
2019
Q3 | $1.21M | Buy |
8,859
+385
| +5% | +$52.5K | 0.26% | 94 |
|
|
2019
Q2 | $1.14M | Sell |
8,474
-181
| -2% | -$24.4K | 0.27% | 89 |
|
|
2019
Q1 | $1.12M | Sell |
8,655
-1,066
| -11% | -$138K | 0.31% | 77 |
|
|
2018
Q4 | $1.12M | Buy |
9,721
+5,000
| +106% | +$575K | 0.42% | 65 |
|
|
2018
Q3 | $630K | Hold |
4,721
| – | – | 0.2% | 115 |
|
|
2018
Q2 | $589K | Buy |
4,721
+634
| +16% | +$79.1K | 0.21% | 119 |
|
|
2018
Q1 | $495K | Buy |
4,087
+327
| +9% | +$39.6K | 0.15% | 157 |
|
|
2017
Q4 | $461K | Sell |
3,760
-371
| -9% | -$45.5K | 0.14% | 167 |
|
|
2017
Q3 | $477K | Buy |
4,131
+261
| +7% | +$30.1K | 0.12% | 223 |
|
|
2017
Q2 | $430K | Buy |
3,870
+429
| +12% | +$47.7K | 0.11% | 220 |
|
|
2017
Q1 | $372K | Buy |
3,441
+148
| +4% | +$16K | 0.1% | 226 |
|
|
2016
Q4 | $337K | Buy |
+3,293
| New | +$337K | 0.1% | 240 |
|
|
2013
Q3 | – | Sell |
-127
| Closed | -$9K | – | 375 |
|
|
2013
Q2 | $9K | Buy |
+127
| New | +$9K | 0.01% | 357 |
|