FCA
Fortis Capital Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $828K | Buy |
2,902
+183
| +7% | +$52.2K | 0.15% | 113 |
|
|
2025
Q1 | $699K | Buy |
2,719
+1,653
| +155% | +$425K | 0.14% | 124 |
|
|
2024
Q4 | $276K | Hold |
1,066
| – | – | 0.09% | 148 |
|
|
2024
Q3 | $281K | Hold |
1,066
| – | – | 0.09% | 146 |
|
|
2024
Q2 | $266K | Sell |
1,066
-148
| -12% | -$36.9K | 0.1% | 143 |
|
|
2024
Q1 | $291K | Sell |
1,214
-1,373
| -53% | -$329K | 0.12% | 143 |
|
|
2023
Q4 | $564K | Sell |
2,587
-100
| -4% | -$21.8K | 0.3% | 54 |
|
|
2023
Q3 | $526K | Buy |
2,687
+235
| +10% | +$46K | 0.34% | 50 |
|
|
2023
Q2 | $497K | Buy |
2,452
+48
| +2% | +$9.73K | 0.29% | 52 |
|
|
2023
Q1 | $449K | Buy |
2,404
+404
| +20% | +$75.5K | 0.24% | 59 |
|
|
2022
Q4 | $348K | Buy |
+2,000
| New | +$348K | 0.21% | 67 |
|