GIA
GHP 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 | $44.2K | Hold |
155
| – | – | ﹤0.01% | 530 |
|
2025
Q1 | $39.8K | Buy |
155
+22
| +17% | +$5.66K | ﹤0.01% | 525 |
|
2024
Q4 | $35.9K | Hold |
133
| – | – | ﹤0.01% | 535 |
|
2024
Q3 | $35K | Hold |
133
| – | – | ﹤0.01% | 549 |
|
2024
Q2 | $33.2K | Hold |
133
| – | – | ﹤0.01% | 540 |
|
2024
Q1 | $31.9K | Hold |
133
| – | – | ﹤0.01% | 538 |
|
2023
Q4 | $29K | Hold |
133
| – | – | ﹤0.01% | 535 |
|
2023
Q3 | $26.3K | Hold |
133
| – | – | ﹤0.01% | 575 |
|
2023
Q2 | $27.1K | Sell |
133
-38
| -22% | -$7.74K | ﹤0.01% | 558 |
|
2023
Q1 | $31.9K | Sell |
171
-750
| -81% | -$140K | ﹤0.01% | 542 |
|
2022
Q4 | $160K | Hold |
921
| – | – | 0.01% | 386 |
|
2022
Q3 | $151K | Hold |
921
| – | – | 0.01% | 380 |
|
2022
Q2 | $159K | Hold |
921
| – | – | 0.01% | 373 |
|
2022
Q1 | $192K | Hold |
921
| – | – | 0.01% | 360 |
|
2021
Q4 | $204K | Sell |
921
-119
| -11% | -$26.4K | 0.01% | 313 |
|
2021
Q3 | $209K | Buy |
+1,040
| New | +$209K | 0.02% | 297 |
|