GVAG
Great Valley Advisor Group’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.7M | Sell |
23,484
-139
| -0.6% | -$39.7K | 0.15% | 145 |
|
|
2025
Q1 | $6.07M | Buy |
23,623
+619
| +3% | +$159K | 0.13% | 161 |
|
|
2024
Q4 | $6.2M | Buy |
23,004
+102
| +0.4% | +$27.5K | 0.14% | 147 |
|
|
2024
Q3 | $6.03M | Buy |
22,902
+699
| +3% | +$184K | 0.15% | 147 |
|
|
2024
Q2 | $5.54M | Sell |
22,203
-73
| -0.3% | -$18.2K | 0.16% | 143 |
|
|
2024
Q1 | $5.34M | Buy |
22,276
+123
| +0.6% | +$29.5K | 0.16% | 136 |
|
|
2023
Q4 | $4.83M | Buy |
22,153
+815
| +4% | +$178K | 0.17% | 144 |
|
|
2023
Q3 | $4.18M | Sell |
21,338
-423
| -2% | -$82.8K | 0.17% | 143 |
|
|
2023
Q2 | $4.41M | Sell |
21,761
-2,347
| -10% | -$476K | 0.18% | 135 |
|
|
2023
Q1 | $4.5M | Buy |
24,108
+382
| +2% | +$71.4K | 0.21% | 125 |
|
|
2022
Q4 | $4.13M | Sell |
23,726
-574
| -2% | -$100K | 0.21% | 114 |
|
|
2022
Q3 | $3.97M | Sell |
24,300
-29
| -0.1% | -$4.74K | 0.22% | 112 |
|
|
2022
Q2 | $4.19M | Buy |
24,329
+5,027
| +26% | +$866K | 0.23% | 109 |
|
|
2022
Q1 | $4.03M | Sell |
19,302
-15
| -0.1% | -$3.13K | 0.23% | 107 |
|
|
2021
Q4 | $4.26M | Sell |
19,317
-292
| -1% | -$64.4K | 0.26% | 101 |
|
|
2021
Q3 | $3.94M | Buy |
19,609
+222
| +1% | +$44.6K | 0.27% | 101 |
|
|
2021
Q2 | $3.89M | Hold |
19,387
| – | – | 0.29% | 88 |
|
|
2021
Q1 | $3.59M | Buy |
19,387
+1,572
| +9% | +$291K | 0.35% | 69 |
|
|
2020
Q4 | $3.13M | Sell |
17,815
-310
| -2% | -$54.5K | 0.32% | 71 |
|
|
2020
Q3 | $2.84M | Buy |
18,125
+152
| +0.8% | +$23.8K | 0.35% | 67 |
|
|
2020
Q2 | $2.57M | Buy |
17,973
+172
| +1% | +$24.6K | 0.42% | 62 |
|
|
2020
Q1 | $2.11M | Buy |
17,801
+1,609
| +10% | +$191K | 0.56% | 48 |
|
|
2019
Q4 | $2.39M | Buy |
16,192
+11
| +0.1% | +$1.63K | 0.53% | 52 |
|
|
2019
Q3 | $2.21M | Sell |
16,181
-243
| -1% | -$33.1K | 0.53% | 57 |
|
|
2019
Q2 | $2.21M | Sell |
16,424
-15,589
| -49% | -$2.1M | 0.56% | 54 |
|
|
2019
Q1 | $4.15M | Buy |
32,013
+16,291
| +104% | +$2.11M | 1.32% | 12 |
|
|
2018
Q4 | $1.81M | Buy |
+15,722
| New | +$1.81M | 0.67% | 32 |
|