Hazlett, Burt & Watson’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $179K | Sell |
628
-58
| -8% | -$16.5K | 0.07% | 219 |
|
|
2025
Q1 | $176K | Sell |
686
-434
| -39% | -$111K | 0.08% | 217 |
|
|
2024
Q4 | $301K | Sell |
1,120
-62
| -5% | -$16.7K | 0.13% | 153 |
|
|
2024
Q3 | $309K | Sell |
1,182
-75
| -6% | -$19.6K | 0.14% | 156 |
|
|
2024
Q2 | $314K | Sell |
1,257
-5
| -0.4% | -$1.25K | 0.16% | 130 |
|
|
2024
Q1 | $303K | Sell |
1,262
-6
| -0.5% | -$1.44K | 0.18% | 124 |
|
|
2023
Q4 | $278K | Buy |
1,268
+2
| +0.2% | +$438 | 0.19% | 123 |
|
|
2023
Q3 | $248K | Buy |
1,266
+278
| +28% | +$54.5K | 0.18% | 123 |
|
|
2023
Q2 | $201K | Buy |
988
+672
| +213% | +$137K | 0.15% | 135 |
|
|
2023
Q1 | $59K | Hold |
316
| – | – | 0.05% | 256 |
|
|
2022
Q4 | $55K | Buy |
316
+1
| +0.3% | +$174 | 0.05% | 260 |
|
|
2022
Q3 | $51K | Buy |
315
+1
| +0.3% | +$162 | 0.05% | 259 |
|
|
2022
Q2 | $54K | Buy |
314
+2
| +0.6% | +$344 | 0.05% | 259 |
|
|
2022
Q1 | $65K | Buy |
+312
| New | +$65K | 0.05% | 252 |
|