Foundations Investment 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 | $757K | Sell |
2,653
-1,081
| -29% | -$308K | 0.01% | 491 |
|
|
2025
Q1 | $960K | Sell |
3,734
-807
| -18% | -$207K | 0.02% | 411 |
|
|
2024
Q4 | $1.22M | Sell |
4,541
-1,240
| -21% | -$334K | 0.02% | 367 |
|
|
2024
Q3 | $1.52M | Buy |
5,781
+1,606
| +38% | +$423K | 0.03% | 306 |
|
|
2024
Q2 | $1.04M | Buy |
4,175
+1,803
| +76% | +$450K | 0.03% | 329 |
|
|
2024
Q1 | $569K | Sell |
2,372
-4,839
| -67% | -$1.16M | 0.01% | 443 |
|
|
2023
Q4 | $1.62M | Buy |
7,211
+4,864
| +207% | +$1.09M | 0.04% | 249 |
|
|
2023
Q3 | $459K | Buy |
2,347
+160
| +7% | +$31.3K | 0.01% | 406 |
|
|
2023
Q2 | $443K | Buy |
2,187
+541
| +33% | +$110K | 0.01% | 386 |
|
|
2023
Q1 | $308K | Buy |
1,646
+120
| +8% | +$22.4K | 0.01% | 394 |
|
|
2022
Q4 | $266K | Buy |
+1,526
| New | +$266K | 0.01% | 362 |
|
|
2022
Q2 | – | Sell |
-996
| Closed | -$201K | – | 423 |
|
|
2022
Q1 | $201K | Sell |
996
-6,420
| -87% | -$1.3M | 0.01% | 336 |
|
|
2021
Q4 | $1.62M | Buy |
7,416
+6,308
| +569% | +$1.37M | 0.06% | 97 |
|
|
2021
Q3 | $224K | Buy |
1,108
+4
| +0.4% | +$809 | 0.01% | 284 |
|
|
2021
Q2 | $225K | Buy |
+1,104
| New | +$225K | 0.01% | 270 |
|