Golden State Wealth Management’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 | $226K | Hold |
792
| – | – | 0.03% | 342 |
|
|
2025
Q1 | $204K | Buy |
792
+23
| +3% | +$5.91K | 0.03% | 336 |
|
|
2024
Q4 | $207K | Buy |
+769
| New | +$207K | 0.03% | 318 |
|
|
2020
Q2 | – | Sell |
-1,037
| Closed | -$123K | – | 891 |
|
|
2020
Q1 | $123K | Sell |
1,037
-1,317
| -56% | -$156K | 0.05% | 223 |
|
|
2019
Q4 | $348K | Buy |
2,354
+1,971
| +515% | +$291K | 0.07% | 35 |
|
|
2019
Q3 | $52K | Buy |
383
+1
| +0.3% | +$136 | 0.02% | 420 |
|
|
2019
Q2 | $51K | Hold |
382
| – | – | 0.02% | 452 |
|
|
2019
Q1 | $50K | Buy |
+382
| New | +$50K | 0.02% | 446 |
|