GWANC
Guardian Wealth Advisors (North Carolina)’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-20
| Closed | -$4.8K | – | 469 |
|
|
2024
Q1 | $4.8K | Hold |
20
| – | – | ﹤0.01% | 407 |
|
|
2023
Q4 | $4.36K | Hold |
20
| – | – | ﹤0.01% | 399 |
|
|
2023
Q3 | $3.91K | Sell |
20
-18
| -47% | -$3.52K | ﹤0.01% | 381 |
|
|
2023
Q2 | $7.7K | Hold |
38
| – | – | ﹤0.01% | 353 |
|
|
2023
Q1 | $7.1K | Buy |
38
+18
| +90% | +$3.36K | ﹤0.01% | 350 |
|
|
2022
Q4 | $3.48K | Sell |
20
-90
| -82% | -$15.7K | ﹤0.01% | 340 |
|
|
2022
Q3 | $18K | Hold |
110
| – | – | ﹤0.01% | 272 |
|
|
2022
Q2 | $19K | Buy |
110
+60
| +120% | +$10.4K | ﹤0.01% | 271 |
|
|
2022
Q1 | $10K | Hold |
50
| – | – | ﹤0.01% | 215 |
|
|
2021
Q4 | $11K | Buy |
+50
| New | +$11K | ﹤0.01% | 201 |
|