GCA
Gradient Capital 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 | $9M | Buy |
31,558
+12,145
| +63% | +$3.46M | 2.66% | 8 |
|
|
2025
Q1 | $4.99M | Sell |
19,413
-51
| -0.3% | -$13.1K | 1.63% | 17 |
|
|
2024
Q4 | $5.25M | Hold |
19,464
| – | – | 1.69% | 17 |
|
|
2024
Q3 | $5.12M | Hold |
19,464
| – | – | 1.7% | 17 |
|
|
2024
Q2 | $4.86M | Sell |
19,464
-317
| -2% | -$79.1K | 1.74% | 17 |
|
|
2024
Q1 | $4.74M | Sell |
19,781
-333
| -2% | -$79.8K | 1.74% | 15 |
|
|
2023
Q4 | $4.39M | Buy |
20,114
+141
| +0.7% | +$30.8K | 1.67% | 16 |
|
|
2023
Q3 | $3.91M | Sell |
19,973
-99
| -0.5% | -$19.4K | 1.63% | 16 |
|
|
2023
Q2 | $4.07M | Buy |
20,072
+266
| +1% | +$53.9K | 1.63% | 16 |
|
|
2023
Q1 | $3.7M | Buy |
19,806
+114
| +0.6% | +$21.3K | 1.57% | 16 |
|
|
2022
Q4 | $3.43M | Buy |
19,692
+736
| +4% | +$128K | 1.56% | 15 |
|
|
2022
Q3 | $3.1M | Buy |
18,956
+59
| +0.3% | +$9.65K | 1.48% | 16 |
|
|
2022
Q2 | $3.26M | Buy |
18,897
+760
| +4% | +$131K | 1.56% | 15 |
|
|
2022
Q1 | $3.78M | Hold |
18,137
| – | – | 1.6% | 14 |
|
|
2021
Q4 | $4.01M | Sell |
18,137
-115
| -0.6% | -$25.4K | 1.67% | 12 |
|
|
2021
Q3 | $3.67M | Sell |
18,252
-455
| -2% | -$91.4K | 1.68% | 13 |
|
|
2021
Q2 | $3.76M | Sell |
18,707
-156
| -0.8% | -$31.3K | 1.76% | 12 |
|
|
2021
Q1 | $3.5M | Buy |
18,863
+313
| +2% | +$58K | 1.85% | 12 |
|
|
2020
Q4 | $3.26M | Sell |
18,550
-835
| -4% | -$147K | 1.86% | 12 |
|
|
2020
Q3 | $3.03M | Sell |
19,385
-125
| -0.6% | -$19.6K | 1.89% | 12 |
|
|
2020
Q2 | $2.79M | Sell |
19,510
-536
| -3% | -$76.7K | 1.89% | 12 |
|
|
2020
Q1 | $2.37M | Hold |
20,046
| – | – | 1.92% | 12 |
|
|
2019
Q4 | $2.96M | Hold |
20,046
| – | – | 2.06% | 12 |
|
|
2019
Q3 | $2.73M | Hold |
20,046
| – | – | 2.04% | 12 |
|
|
2019
Q2 | $2.7M | Sell |
20,046
-20
| -0.1% | -$2.7K | 2.08% | 12 |
|
|
2019
Q1 | $2.61M | Hold |
20,066
| – | – | 2.08% | 12 |
|
|
2018
Q4 | $2.31M | Sell |
20,066
-206
| -1% | -$23.7K | 1.99% | 11 |
|
|
2018
Q3 | $2.71M | Sell |
20,272
-90
| -0.4% | -$12K | 2.28% | 9 |
|
|
2018
Q2 | $2.54M | Buy |
20,362
+13
| +0.1% | +$1.62K | 2.36% | 9 |
|
|
2018
Q1 | $2.47M | Buy |
20,349
+63
| +0.3% | +$7.64K | 2.46% | 9 |
|
|
2017
Q4 | $2.49M | Buy |
+20,286
| New | +$2.49M | 2.55% | 9 |
|