HWA
Hilltop Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Hold |
870
| – | – | 0.14% | 44 |
|
|
2025
Q1 | $224K | Sell |
870
-51
| -6% | -$13.1K | 0.13% | 49 |
|
|
2024
Q4 | $248K | Hold |
921
| – | – | 0.13% | 44 |
|
|
2024
Q3 | $242K | Hold |
921
| – | – | 0.11% | 45 |
|
|
2024
Q2 | $230K | Sell |
921
-1
| -0.1% | -$250 | 0.12% | 45 |
|
|
2024
Q1 | $221K | Sell |
922
-8
| -0.9% | -$1.92K | 0.11% | 44 |
|
|
2023
Q4 | $203K | Buy |
+930
| New | +$203K | 0.12% | 42 |
|
|
2022
Q2 | – | Sell |
-1,112
| Closed | -$232K | – | 33 |
|
|
2022
Q1 | $232K | Sell |
1,112
-24
| -2% | -$5.01K | 0.2% | 30 |
|
|
2021
Q4 | $251K | Sell |
1,136
-21
| -2% | -$4.64K | 0.17% | 35 |
|
|
2021
Q3 | $232K | Sell |
1,157
-27
| -2% | -$5.41K | 0.16% | 35 |
|
|
2021
Q2 | $238K | Hold |
1,184
| – | – | 0.17% | 35 |
|
|
2021
Q1 | $219K | Sell |
1,184
-37
| -3% | -$6.84K | 0.17% | 35 |
|
|
2020
Q4 | $215K | Buy |
+1,221
| New | +$215K | 0.19% | 33 |
|
|
2020
Q1 | – | Sell |
-1,471
| Closed | -$217K | – | 30 |
|
|
2019
Q4 | $217K | Buy |
+1,471
| New | +$217K | 0.23% | 29 |
|