Great Point Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.83M | Hold |
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|
2024
Q4 | $1.92M | Sell |
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2024
Q3 | $1.94M | Sell |
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|
2024
Q2 | $1.97M | Sell |
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|
2024
Q1 | $1.95M | Sell |
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|
2023
Q4 | $1.81M | Hold |
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|
2023
Q3 | $1.63M | Hold |
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|
2023
Q2 | $1.69M | Hold |
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|
2023
Q1 | $1.55M | Hold |
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|
2022
Q4 | $1.45M | Hold |
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|
2022
Q3 | $1.36M | Hold |
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|
2022
Q2 | $1.43M | Hold |
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|
2022
Q1 | $1.73M | Hold |
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|
2021
Q4 | $1.84M | Hold |
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|
2021
Q3 | $1.67M | Hold |
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|
2021
Q2 | $1.67M | Hold |
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|
2021
Q1 | $1.54M | Hold |
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|
2020
Q4 | $1.46M | Hold |
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|
2020
Q3 | $1.19M | Hold |
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|
2020
Q2 | $1.19M | Hold |
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|
2020
Q1 | $985K | Sell |
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|
2019
Q4 | $1.24M | Sell |
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|
2019
Q3 | $1.14M | Sell |
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|
2019
Q2 | $1.29M | Sell |
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|
2019
Q1 | $1.96M | Sell |
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|
2018
Q4 | $1.78M | Buy |
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