Herold Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-835
| Closed | -$215K | – | 321 |
|
|
2025
Q1 | $215K | Sell |
835
-950
| -53% | -$244K | 0.05% | 257 |
|
|
2024
Q4 | $481K | Buy |
1,785
+950
| +114% | +$256K | 0.1% | 185 |
|
|
2024
Q3 | $220K | Hold |
835
| – | – | 0.05% | 252 |
|
|
2024
Q2 | $208K | Buy |
+835
| New | +$208K | 0.05% | 248 |
|
|
2022
Q2 | – | Sell |
-75
| Closed | -$15.6K | – | 670 |
|
|
2022
Q1 | $15.6K | Buy |
+75
| New | +$15.6K | 0.01% | 542 |
|
|
2021
Q4 | – | Sell |
-75
| Closed | -$15K | – | 646 |
|
|
2021
Q3 | $15K | Buy |
+75
| New | +$15K | 0.01% | 553 |
|