HNWAG
High Net Worth Advisory Group’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $986K | Sell |
3,455
-92
| -3% | -$26.3K | 0.26% | 84 |
|
|
2025
Q1 | $912K | Sell |
3,547
-145
| -4% | -$37.3K | 0.26% | 89 |
|
|
2024
Q4 | $996K | Sell |
3,692
-60
| -2% | -$16.2K | 0.28% | 80 |
|
|
2024
Q3 | $988K | Sell |
3,752
-15
| -0.4% | -$3.95K | 0.27% | 84 |
|
|
2024
Q2 | $941K | Sell |
3,767
-1
| -0% | -$250 | 0.29% | 79 |
|
|
2024
Q1 | $904K | Sell |
3,768
-352
| -9% | -$84.4K | 0.28% | 83 |
|
|
2023
Q4 | $899K | Sell |
4,120
-300
| -7% | -$65.5K | 0.33% | 76 |
|
|
2023
Q3 | $865K | Sell |
4,420
-18
| -0.4% | -$3.52K | 0.35% | 72 |
|
|
2023
Q2 | $900K | Sell |
4,438
-150
| -3% | -$30.4K | 0.35% | 73 |
|
|
2023
Q1 | $857K | Sell |
4,588
-61
| -1% | -$11.4K | 0.35% | 76 |
|
|
2022
Q4 | $810K | Hold |
4,649
| – | – | 0.31% | 77 |
|
|
2022
Q3 | $760K | Sell |
4,649
-300
| -6% | -$49K | 0.32% | 72 |
|
|
2022
Q2 | $853K | Sell |
4,949
-195
| -4% | -$33.6K | 0.35% | 67 |
|
|
2022
Q1 | $1.07M | Buy |
5,144
+5
| +0.1% | +$1.04K | 0.39% | 62 |
|
|
2021
Q4 | $1.14M | Buy |
+5,139
| New | +$1.14M | 0.4% | 59 |
|