GA
GoalVest Advisory’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $186K | Hold |
652
| – | – | 0.05% | 131 |
|
|
2025
Q1 | $168K | Sell |
652
-33
| -5% | -$8.48K | 0.05% | 126 |
|
|
2024
Q4 | $185K | Sell |
685
-40
| -6% | -$10.8K | 0.05% | 118 |
|
|
2024
Q3 | $191K | Sell |
725
-62
| -8% | -$16.3K | 0.05% | 111 |
|
|
2024
Q2 | $196K | Sell |
787
-42
| -5% | -$10.5K | 0.06% | 101 |
|
|
2024
Q1 | $199K | Hold |
829
| – | – | 0.07% | 104 |
|
|
2023
Q4 | $181K | Hold |
829
| – | – | 0.08% | 72 |
|
|
2023
Q3 | $162K | Buy |
829
+87
| +12% | +$17K | 0.08% | 79 |
|
|
2023
Q2 | $150K | Sell |
742
-350
| -32% | -$71K | 0.08% | 79 |
|
|
2023
Q1 | $204K | Sell |
1,092
-25
| -2% | -$4.67K | 0.12% | 67 |
|
|
2022
Q4 | $195K | Buy |
1,117
+200
| +22% | +$34.8K | 0.13% | 75 |
|
|
2022
Q3 | $150K | Sell |
917
-992
| -52% | -$162K | 0.11% | 84 |
|
|
2022
Q2 | $334K | Buy |
1,909
+1,031
| +117% | +$180K | 0.21% | 103 |
|
|
2022
Q1 | $183K | Buy |
+878
| New | +$183K | 0.1% | 114 |
|
|
2021
Q2 | $263K | Buy |
+1,308
| New | +$263K | 0.16% | 114 |
|