GA
Goldstein 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 | $750K | Hold |
2,628
| – | – | 0.1% | 67 |
|
|
2025
Q1 | $675K | Hold |
2,628
| – | – | 0.1% | 74 |
|
|
2024
Q4 | $709K | Hold |
2,628
| – | – | 0.1% | 73 |
|
|
2024
Q3 | $692K | Buy |
2,628
+106
| +4% | +$27.9K | 0.11% | 71 |
|
|
2024
Q2 | $630K | Buy |
2,522
+177
| +8% | +$44.2K | 0.11% | 67 |
|
|
2024
Q1 | $562K | Hold |
2,345
| – | – | 0.1% | 74 |
|
|
2023
Q4 | $512K | Hold |
2,345
| – | – | 0.09% | 102 |
|
|
2023
Q3 | $459K | Hold |
2,345
| – | – | 0.1% | 74 |
|
|
2023
Q2 | $475K | Hold |
2,345
| – | – | 0.1% | 75 |
|
|
2023
Q1 | $438K | Hold |
2,345
| – | – | 0.1% | 79 |
|
|
2022
Q4 | $408K | Buy |
+2,345
| New | +$408K | 0.1% | 83 |
|