Glassman Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.7M | Buy |
15,741
+28
| +0.2% | +$8.76K | 0.64% | 14 |
|
|
2025
Q4 | $4.95M | Sell |
15,713
-576
| -4% | -$180K | 0.67% | 14 |
|
|
2025
Q3 | $5.01M | Buy |
16,289
+10,046
| +161% | +$2.97M | 0.7% | 13 |
|
|
2025
Q2 | $1.78M | Sell |
6,243
-33
| -0.5% | -$8.7K | 0.27% | 20 |
|
|
2025
Q1 | $1.61M | Buy |
6,276
+295
| +5% | +$79.9K | 0.27% | 20 |
|
|
2024
Q4 | $1.61M | Sell |
5,981
-55
| -0.9% | -$14.9K | 0.27% | 19 |
|
|
2024
Q3 | $1.59M | Hold |
6,036
| – | – | 0.27% | 19 |
|
|
2024
Q2 | $1.51M | Hold |
6,036
| – | – | 0.28% | 19 |
|
|
2024
Q1 | $1.45M | Hold |
6,036
| – | – | 0.29% | 18 |
|
|
2023
Q4 | $1.32M | Buy |
6,036
+1,673
| +38% | +$342K | 0.19% | 39 |
|
|
2023
Q3 | $854K | Hold |
4,363
| – | – | 0.14% | 49 |
|
|
2023
Q2 | $884K | Sell |
4,363
-39
| -0.9% | -$7.48K | 0.14% | 46 |
|
|
2023
Q1 | $822K | Sell |
4,402
-286
| -6% | -$52.1K | 0.14% | 47 |
|
|
2022
Q4 | $817K | Buy |
4,688
+1,022
| +28% | +$179K | 0.15% | 46 |
|
|
2022
Q3 | $600K | Hold |
3,666
| – | – | 0.13% | 57 |
|
|
2022
Q2 | $632K | Hold |
3,666
| – | – | 0.13% | 61 |
|
|
2022
Q1 | $764K | Hold |
3,666
| – | – | 0.14% | 55 |
|
|
2021
Q4 | $810K | Hold |
3,666
| – | – | 0.15% | 51 |
|
|
2021
Q3 | $736K | Hold |
3,666
| – | – | 0.16% | 58 |
|
|
2021
Q2 | $736K | Hold |
3,666
| – | – | 0.15% | 51 |
|
|
2021
Q1 | $679K | Sell |
3,666
-1
| -0% | -$181 | 0.15% | 61 |
|
|
2020
Q4 | $644K | Sell |
3,667
-175
| -5% | -$29.1K | 0.15% | 60 |
|
|
2020
Q3 | $601K | Sell |
3,842
-336
| -8% | -$51.8K | 0.17% | 59 |
|
|
2020
Q2 | $597K | Sell |
4,178
-295
| -7% | -$39.9K | 0.19% | 56 |
|
|
2020
Q1 | $530K | Buy |
4,473
+1
| +0% | +$140 | 0.2% | 52 |
|
|
2019
Q4 | $661K | Sell |
4,472
-51
| -1% | -$7.21K | 0.25% | 52 |
|
|
2019
Q3 | $617K | Hold |
4,523
| – | – | 0.25% | 49 |
|
|
2019
Q2 | $609K | Buy |
4,523
+140
| +3% | +$18.5K | 0.25% | 48 |
|
|
2019
Q1 | $569K | Hold |
4,383
| – | – | 0.25% | 49 |
|
|
2018
Q4 | $503K | Hold |
4,383
| – | – | 0.27% | 49 |
|
|
2018
Q3 | $585K | Hold |
4,383
| – | – | 0.27% | 47 |
|
|
2018
Q2 | $547K | Hold |
4,383
| – | – | 0.27% | 44 |
|
|
2018
Q1 | $531K | Buy |
4,383
+1,701
| +63% | +$214K | 0.33% | 38 |
|
|
2017
Q4 | $329K | Sell |
2,682
-1
| -0% | -$119 | 0.2% | 53 |
|
|
2017
Q3 | $310K | Hold |
2,683
| – | – | 0.2% | 54 |
|
|
2017
Q2 | $298K | Buy |
2,683
+702
| +35% | +$77.2K | 0.2% | 58 |
|
|
2017
Q1 | $214K | Hold |
1,981
| – | – | 0.15% | 69 |
|
|
2016
Q4 | $203K | Hold |
1,981
| – | – | 0.14% | 79 |
|
|
2016
Q3 | $196K | Hold |
1,981
| – | – | 0.16% | 63 |
|
|
2016
Q2 | $190K | Hold |
1,981
| – | – | 0.16% | 60 |
|
|
2016
Q1 | $186K | Hold |
1,981
| – | – | 0.17% | 66 |
|
|
2015
Q4 | $185K | Hold |
1,981
| – | – | 0.17% | 69 |
|
|
2015
Q3 | $174K | Hold |
1,981
| – | – | 0.16% | 78 |
|
|
2015
Q2 | $188K | Hold |
1,981
| – | – | 0.15% | 74 |
|
|
2015
Q1 | $189K | Hold |
1,981
| – | – | 0.15% | 70 |
|
|
2014
Q4 | $187K | Buy |
+1,981
| New | +$183K | 0.14% | 80 |
|
Other funds holding VV
NMIFOAC
VGA
JFGLC
