FirstPurpose Wealth’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
Q1 | $415K | Buy |
1,757
+9
| +0.5% | +$2.12K | 0.15% | 124 |
|
|
2023
Q4 | $381K | Buy |
1,748
+123
| +8% | +$26.8K | 0.15% | 130 |
|
|
2023
Q3 | $318K | Sell |
1,625
-40
| -2% | -$7.83K | 0.14% | 124 |
|
|
2023
Q2 | $338K | Buy |
1,665
+334
| +25% | +$67.7K | 0.14% | 121 |
|
|
2023
Q1 | $249K | Sell |
1,331
-460
| -26% | -$85.9K | 0.12% | 150 |
|
|
2022
Q4 | $312K | Buy |
+1,791
| New | +$312K | 0.17% | 111 |
|