Focus Financial Network’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 | $944K | Buy |
3,298
+476
| +17% | +$136K | 0.04% | 302 |
|
2025
Q1 | $725K | Buy |
2,822
+80
| +3% | +$20.6K | 0.03% | 347 |
|
2024
Q4 | $739K | Sell |
2,742
-121
| -4% | -$32.6K | 0.03% | 333 |
|
2024
Q3 | $756K | Sell |
2,863
-40
| -1% | -$10.6K | 0.03% | 321 |
|
2024
Q2 | $742K | Buy |
2,903
+10
| +0.3% | +$2.56K | 0.03% | 314 |
|
2024
Q1 | $664K | Buy |
2,893
+4
| +0.1% | +$917 | 0.03% | 317 |
|
2023
Q4 | $630K | Sell |
2,889
-93
| -3% | -$20.3K | 0.02% | 406 |
|
2023
Q3 | $583K | Buy |
2,982
+261
| +10% | +$51.1K | 0.03% | 329 |
|
2023
Q2 | $552K | Sell |
2,721
-245
| -8% | -$49.7K | 0.03% | 343 |
|
2023
Q1 | $554K | Buy |
2,966
+243
| +9% | +$45.4K | 0.03% | 335 |
|
2022
Q4 | $474K | Buy |
2,723
+53
| +2% | +$9.23K | 0.04% | 296 |
|
2022
Q3 | $437K | Sell |
2,670
-77
| -3% | -$12.6K | 0.04% | 301 |
|
2022
Q2 | $473K | Buy |
2,747
+63
| +2% | +$10.9K | 0.04% | 293 |
|
2022
Q1 | $560K | Buy |
+2,684
| New | +$560K | 0.04% | 282 |
|
2021
Q1 | – | Sell |
-2,786
| Closed | -$490K | – | 551 |
|
2020
Q4 | $490K | Sell |
2,786
-2,052
| -42% | -$361K | 0.04% | 272 |
|
2020
Q3 | $757K | Buy |
4,838
+1,279
| +36% | +$200K | 0.07% | 210 |
|
2020
Q2 | $509K | Buy |
3,559
+337
| +10% | +$48.2K | 0.06% | 244 |
|
2020
Q1 | $382K | Buy |
+3,222
| New | +$382K | 0.05% | 247 |
|