Halpern Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $191K | Hold |
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|
2024
Q2 | $182K | Hold |
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|
2024
Q1 | $174K | Hold |
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|
2023
Q4 | $157K | Hold |
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|
2023
Q3 | $143K | Hold |
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|
2023
Q2 | $148K | Hold |
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|
2023
Q1 | $136K | Hold |
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|
2022
Q4 | $127K | Hold |
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|
2022
Q3 | $119K | Hold |
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|
2022
Q2 | $126K | Hold |
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|
2022
Q1 | $152K | Hold |
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|
2021
Q4 | $161K | Hold |
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|
2021
Q3 | $147K | Hold |
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|
2021
Q2 | $147K | Hold |
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|
2021
Q1 | $135K | Hold |
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|
2020
Q4 | $128K | Hold |
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|
2020
Q3 | $114K | Hold |
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|
2020
Q2 | $104K | Hold |
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|
2020
Q1 | $86.5K | Hold |
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|
2019
Q4 | $108K | Buy |
|