HM Payson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $677K | Buy |
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|
2025
Q2 | $624K | Hold |
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|
2025
Q1 | $562K | Hold |
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|
2024
Q4 | $590K | Hold |
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|
2024
Q3 | $576K | Hold |
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|
2024
Q2 | $546K | Hold |
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|
2024
Q1 | $524K | Hold |
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|
2023
Q4 | $477K | Hold |
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|
2023
Q3 | $428K | Hold |
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|
2023
Q2 | $443K | Hold |
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|
2023
Q1 | $408K | Hold |
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|
2022
Q4 | $381K | Hold |
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|
2022
Q3 | $358K | Hold |
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|
2022
Q2 | $377K | Hold |
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|
2022
Q1 | $456K | Hold |
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|
2021
Q4 | $483K | Hold |
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|
2021
Q3 | $439K | Hold |
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|
2021
Q2 | $439K | Sell |
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|
2021
Q1 | $412K | Hold |
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|
2020
Q4 | $391K | Hold |
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|
2020
Q3 | $348K | Hold |
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|
2020
Q2 | $318K | Hold |
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|
2020
Q1 | $263K | Hold |
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|
2019
Q4 | $329K | Hold |
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|
2019
Q3 | $303K | Hold |
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|
2019
Q2 | $299K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $277K | Hold |
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|
2018
Q1 | $269K | Hold |
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|
2017
Q4 | $272K | Buy |
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|
2017
Q3 | $246K | Sell |
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|
2017
Q2 | $247K | Buy |
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|
2017
Q1 | $230K | Hold |
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|
2016
Q4 | $218K | Buy |
|