Founders Financial Alliance’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 | $97.1K | Sell |
340
-9
| -3% | -$2.57K | 0.02% | 352 |
|
|
2025
Q1 | $89.8K | Buy |
349
+9
| +3% | +$2.32K | 0.02% | 392 |
|
|
2024
Q4 | $91.7K | Sell |
340
-149
| -30% | -$40.2K | 0.03% | 331 |
|
|
2024
Q3 | $129K | Buy |
489
+1
| +0.2% | +$264 | 0.04% | 313 |
|
|
2024
Q2 | $122K | Sell |
488
-276
| -36% | -$68.9K | 0.04% | 306 |
|
|
2024
Q1 | $183K | Buy |
764
+2
| +0.3% | +$480 | 0.06% | 272 |
|
|
2023
Q4 | $166K | Buy |
762
+2
| +0.3% | +$437 | 0.06% | 256 |
|
|
2023
Q3 | $149K | Buy |
760
+2
| +0.3% | +$391 | 0.06% | 243 |
|
|
2023
Q2 | $154K | Sell |
758
-227
| -23% | -$46K | 0.06% | 265 |
|
|
2023
Q1 | $184K | Sell |
985
-18
| -2% | -$3.36K | 0.09% | 208 |
|
|
2022
Q4 | $175K | Buy |
1,003
+3
| +0.3% | +$523 | 0.08% | 232 |
|
|
2022
Q3 | $164K | Sell |
1,000
-1,253
| -56% | -$205K | 0.08% | 222 |
|
|
2022
Q2 | $388K | Buy |
2,253
+1,258
| +126% | +$217K | 0.2% | 116 |
|
|
2022
Q1 | $207K | Buy |
995
+2
| +0.2% | +$416 | 0.09% | 206 |
|
|
2021
Q4 | $220K | Buy |
993
+2
| +0.2% | +$443 | 0.09% | 234 |
|
|
2021
Q3 | $199K | Sell |
991
-51
| -5% | -$10.2K | 0.09% | 223 |
|
|
2021
Q2 | $209K | Buy |
1,042
+2
| +0.2% | +$401 | 0.1% | 226 |
|
|
2021
Q1 | $197K | Sell |
1,040
-22
| -2% | -$4.17K | 0.1% | 221 |
|
|
2020
Q4 | $186K | Buy |
1,062
+2
| +0.2% | +$350 | 0.11% | 197 |
|
|
2020
Q3 | $166K | Buy |
+1,060
| New | +$166K | 0.1% | 180 |
|