GPWA
Great Point Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.83M | Hold |
7,110
| – | – | 0.4% | 32 |
|
|
2024
Q4 | $1.92M | Sell |
7,110
-276
| -4% | -$74.4K | 0.42% | 34 |
|
|
2024
Q3 | $1.94M | Sell |
7,386
-514
| -7% | -$135K | 0.42% | 35 |
|
|
2024
Q2 | $1.97M | Sell |
7,900
-248
| -3% | -$61.9K | 0.45% | 34 |
|
|
2024
Q1 | $1.95M | Sell |
8,148
-171
| -2% | -$41K | 0.46% | 35 |
|
|
2023
Q4 | $1.81M | Hold |
8,319
| – | – | 0.47% | 37 |
|
|
2023
Q3 | $1.63M | Hold |
8,319
| – | – | 0.49% | 37 |
|
|
2023
Q2 | $1.69M | Hold |
8,319
| – | – | 0.51% | 37 |
|
|
2023
Q1 | $1.55M | Hold |
8,319
| – | – | 0.49% | 37 |
|
|
2022
Q4 | $1.45M | Hold |
8,319
| – | – | 0.49% | 37 |
|
|
2022
Q3 | $1.36M | Hold |
8,319
| – | – | 0.51% | 37 |
|
|
2022
Q2 | $1.43M | Hold |
8,319
| – | – | 0.51% | 36 |
|
|
2022
Q1 | $1.73M | Hold |
8,319
| – | – | 0.54% | 27 |
|
|
2021
Q4 | $1.84M | Hold |
8,319
| – | – | 0.56% | 26 |
|
|
2021
Q3 | $1.67M | Hold |
8,319
| – | – | 0.57% | 27 |
|
|
2021
Q2 | $1.67M | Hold |
8,319
| – | – | 0.58% | 27 |
|
|
2021
Q1 | $1.54M | Hold |
8,319
| – | – | 0.59% | 23 |
|
|
2020
Q4 | $1.46M | Hold |
8,319
| – | – | 0.63% | 26 |
|
|
2020
Q3 | $1.19M | Hold |
8,319
| – | – | 0.61% | 25 |
|
|
2020
Q2 | $1.19M | Hold |
8,319
| – | – | 0.61% | 25 |
|
|
2020
Q1 | $985K | Sell |
8,319
-35
| -0.4% | -$4.14K | 0.82% | 23 |
|
|
2019
Q4 | $1.24M | Sell |
8,354
-8
| -0.1% | -$1.18K | 0.76% | 20 |
|
|
2019
Q3 | $1.14M | Sell |
8,362
-1,230
| -13% | -$168K | 0.78% | 20 |
|
|
2019
Q2 | $1.29M | Sell |
9,592
-5,536
| -37% | -$746K | 1.04% | 20 |
|
|
2019
Q1 | $1.96M | Sell |
15,128
-400
| -3% | -$51.9K | 1.67% | 15 |
|
|
2018
Q4 | $1.78M | Buy |
+15,528
| New | +$1.78M | 1.69% | 15 |
|