Forvis Mazars Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
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|
2025
Q1 | $1.38M | Buy |
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|
2024
Q4 | $1.42M | Buy |
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|
2024
Q3 | $1.38M | Hold |
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|
2024
Q2 | $1.3M | Hold |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.15M | Sell |
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|
2023
Q3 | $1.06M | Buy |
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|
2023
Q2 | $920K | Sell |
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|
2023
Q1 | $892K | Hold |
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|
2022
Q4 | $832K | Sell |
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|
2022
Q3 | $786K | Buy |
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|
2022
Q2 | $802K | Buy |
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|
2022
Q1 | $904K | Hold |
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|
2021
Q4 | $958K | Hold |
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|
2021
Q3 | $871K | Sell |
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|
2021
Q2 | $882K | Hold |
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|
2021
Q1 | $814K | Hold |
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|
2020
Q4 | $772K | Hold |
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|
2020
Q3 | $688K | Sell |
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|
2020
Q2 | $692K | Sell |
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|
2020
Q1 | $580K | Sell |
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|
2019
Q4 | $730K | Hold |
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|
2019
Q3 | $673K | Sell |
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|
2019
Q2 | $667K | Hold |
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|
2019
Q1 | $642K | Buy |
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|
2018
Q4 | $517K | Hold |
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|
2018
Q3 | $601K | Hold |
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|
2018
Q2 | $561K | Hold |
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|
2018
Q1 | $545K | Buy |
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|
2017
Q4 | $531K | Buy |
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|
2017
Q3 | $406K | Hold |
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|
2017
Q2 | $390K | Hold |
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|
2017
Q1 | $380K | Hold |
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|
2016
Q4 | $360K | Hold |
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|
2016
Q3 | $349K | Hold |
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|
2016
Q2 | $337K | Hold |
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|
2016
Q1 | $330K | Hold |
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|
2015
Q4 | $329K | Hold |
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|
2015
Q3 | $309K | Hold |
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|
2015
Q2 | $333K | Hold |
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|
2015
Q1 | $335K | Hold |
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|
2014
Q4 | $332K | Buy |
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