FMWA
Forvis Mazars Wealth 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 | $1.56M | Buy |
5,470
+98
| +2% | +$28K | 0.03% | 174 |
|
|
2025
Q1 | $1.38M | Buy |
5,372
+112
| +2% | +$28.8K | 0.03% | 180 |
|
|
2024
Q4 | $1.42M | Buy |
5,260
+33
| +0.6% | +$8.9K | 0.03% | 187 |
|
|
2024
Q3 | $1.38M | Hold |
5,227
| – | – | 0.03% | 192 |
|
|
2024
Q2 | $1.3M | Hold |
5,227
| – | – | 0.03% | 190 |
|
|
2024
Q1 | $1.25M | Sell |
5,227
-66
| -1% | -$15.8K | 0.03% | 196 |
|
|
2023
Q4 | $1.15M | Sell |
5,293
-99
| -2% | -$21.6K | 0.03% | 192 |
|
|
2023
Q3 | $1.06M | Buy |
5,392
+855
| +19% | +$167K | 0.03% | 199 |
|
|
2023
Q2 | $920K | Sell |
4,537
-237
| -5% | -$48K | 0.03% | 225 |
|
|
2023
Q1 | $892K | Hold |
4,774
| – | – | 0.03% | 213 |
|
|
2022
Q4 | $832K | Sell |
4,774
-30
| -0.6% | -$5.23K | 0.03% | 214 |
|
|
2022
Q3 | $786K | Buy |
4,804
+150
| +3% | +$24.5K | 0.03% | 213 |
|
|
2022
Q2 | $802K | Buy |
4,654
+319
| +7% | +$55K | 0.03% | 208 |
|
|
2022
Q1 | $904K | Hold |
4,335
| – | – | 0.04% | 148 |
|
|
2021
Q4 | $958K | Hold |
4,335
| – | – | 0.04% | 142 |
|
|
2021
Q3 | $871K | Sell |
4,335
-60
| -1% | -$12.1K | 0.04% | 139 |
|
|
2021
Q2 | $882K | Hold |
4,395
| – | – | 0.04% | 137 |
|
|
2021
Q1 | $814K | Hold |
4,395
| – | – | 0.04% | 143 |
|
|
2020
Q4 | $772K | Hold |
4,395
| – | – | 0.04% | 171 |
|
|
2020
Q3 | $688K | Sell |
4,395
-443
| -9% | -$69.3K | 0.04% | 164 |
|
|
2020
Q2 | $692K | Sell |
4,838
-61
| -1% | -$8.73K | 0.04% | 161 |
|
|
2020
Q1 | $580K | Sell |
4,899
-39
| -0.8% | -$4.62K | 0.05% | 154 |
|
|
2019
Q4 | $730K | Hold |
4,938
| – | – | 0.05% | 145 |
|
|
2019
Q3 | $673K | Sell |
4,938
-10
| -0.2% | -$1.36K | 0.05% | 134 |
|
|
2019
Q2 | $667K | Hold |
4,948
| – | – | 0.05% | 132 |
|
|
2019
Q1 | $642K | Buy |
4,948
+449
| +10% | +$58.3K | 0.05% | 136 |
|
|
2018
Q4 | $517K | Hold |
4,499
| – | – | 0.05% | 135 |
|
|
2018
Q3 | $601K | Hold |
4,499
| – | – | 0.05% | 130 |
|
|
2018
Q2 | $561K | Hold |
4,499
| – | – | 0.05% | 134 |
|
|
2018
Q1 | $545K | Buy |
4,499
+169
| +4% | +$20.5K | 0.05% | 131 |
|
|
2017
Q4 | $531K | Buy |
4,330
+815
| +23% | +$99.9K | 0.05% | 142 |
|
|
2017
Q3 | $406K | Hold |
3,515
| – | – | 0.04% | 150 |
|
|
2017
Q2 | $390K | Hold |
3,515
| – | – | 0.04% | 154 |
|
|
2017
Q1 | $380K | Hold |
3,515
| – | – | 0.05% | 147 |
|
|
2016
Q4 | $360K | Hold |
3,515
| – | – | 0.05% | 142 |
|
|
2016
Q3 | $349K | Hold |
3,515
| – | – | 0.05% | 133 |
|
|
2016
Q2 | $337K | Hold |
3,515
| – | – | 0.05% | 133 |
|
|
2016
Q1 | $330K | Hold |
3,515
| – | – | 0.05% | 133 |
|
|
2015
Q4 | $329K | Hold |
3,515
| – | – | 0.05% | 141 |
|
|
2015
Q3 | $309K | Hold |
3,515
| – | – | 0.05% | 136 |
|
|
2015
Q2 | $333K | Hold |
3,515
| – | – | 0.05% | 134 |
|
|
2015
Q1 | $335K | Hold |
3,515
| – | – | 0.05% | 137 |
|
|
2014
Q4 | $332K | Buy |
+3,515
| New | +$332K | 0.05% | 120 |
|