Gupta Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $411K | Buy |
4,373
+1,364
| +45% | +$128K | 0.1% | 157 |
|
|
2015
Q4 | $281K | Buy |
3,009
+2,664
| +772% | +$249K | 0.07% | 199 |
|
|
2015
Q3 | $30K | Hold |
345
| – | – | 0.01% | 577 |
|
|
2015
Q2 | $33K | Hold |
345
| – | – | 0.01% | 583 |
|
|
2015
Q1 | $33K | Buy |
+345
| New | +$33K | 0.01% | 483 |
|