IFG Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-15,609
| Closed | -$4.91M | – | 867 |
|
|
2025
Q4 | $4.91M | Sell |
15,609
-824
| -5% | -$257K | 0.21% | 128 |
|
|
2025
Q3 | $5.06M | Sell |
16,433
-278
| -2% | -$82.3K | 0.23% | 114 |
|
|
2025
Q2 | $4.77M | Buy |
16,711
+188
| +1% | +$49.5K | 0.24% | 110 |
|
|
2025
Q1 | $4.25M | Sell |
16,523
-416
| -2% | -$113K | 0.24% | 115 |
|
|
2024
Q4 | $4.57M | Sell |
16,939
-516
| -3% | -$140K | 0.26% | 106 |
|
|
2024
Q3 | $4.6M | Sell |
17,455
-282
| -2% | -$71.5K | 0.29% | 99 |
|
|
2024
Q2 | $4.43M | Sell |
17,737
-741
| -4% | -$178K | 0.28% | 92 |
|
|
2024
Q1 | $4.43M | Sell |
18,478
-71
| -0.4% | -$16.2K | 0.33% | 92 |
|
|
2023
Q4 | $4.05M | Buy |
18,549
+74
| +0.4% | +$15.1K | 0.3% | 92 |
|
|
2023
Q3 | $3.62M | Sell |
18,475
-149
| -0.8% | -$30.3K | 0.3% | 83 |
|
|
2023
Q2 | $3.78M | Buy |
18,624
+2,211
| +13% | +$424K | 0.33% | 79 |
|
|
2023
Q1 | $3.07M | Sell |
16,413
-186
| -1% | -$33.9K | 0.29% | 83 |
|
|
2022
Q4 | $2.89M | Sell |
16,599
-752
| -4% | -$132K | 0.29% | 84 |
|
|
2022
Q3 | $2.84M | Buy |
17,351
+342
| +2% | +$62.2K | 0.26% | 86 |
|
|
2022
Q2 | $2.93M | Buy |
17,009
+47
| +0.3% | +$8.82K | 0.31% | 66 |
|
|
2022
Q1 | $3.54M | Buy |
16,962
+209
| +1% | +$42.9K | 0.36% | 61 |
|
|
2021
Q4 | $3.7M | Sell |
16,753
-341
| -2% | -$73.1K | 0.36% | 59 |
|
|
2021
Q3 | $3.43M | Sell |
17,094
-241
| -1% | -$49.8K | 0.37% | 56 |
|
|
2021
Q2 | $3.48M | Sell |
17,335
-311
| -2% | -$60.7K | 0.39% | 53 |
|
|
2021
Q1 | $3.27M | Sell |
17,646
-422
| -2% | -$76.5K | 0.41% | 57 |
|
|
2020
Q4 | $3.17M | Buy |
18,068
+24
| +0.1% | +$3.99K | 0.44% | 51 |
|
|
2020
Q3 | $2.82M | Sell |
18,044
-5,986
| -25% | -$923K | 0.46% | 49 |
|
|
2020
Q2 | $3.44M | Sell |
24,030
-16
| -0.1% | -$2.16K | 0.62% | 33 |
|
|
2020
Q1 | $2.85M | Buy |
24,046
+46
| +0.2% | +$6.46K | 0.65% | 35 |
|
|
2019
Q4 | $3.55M | Sell |
24,000
-649
| -3% | -$91.8K | 0.65% | 31 |
|
|
2019
Q3 | $3.36M | Sell |
24,649
-825
| -3% | -$112K | 0.65% | 31 |
|
|
2019
Q2 | $3.43M | Sell |
25,474
-429
| -2% | -$56.8K | 0.61% | 31 |
|
|
2019
Q1 | $3.36M | Sell |
25,903
-48
| -0.2% | -$6K | 0.64% | 27 |
|
|
2018
Q4 | $2.98M | Sell |
25,951
-863
| -3% | -$107K | 0.7% | 25 |
|
|
2018
Q3 | $3.58M | Buy |
26,814
+565
| +2% | +$74K | 0.67% | 25 |
|
|
2018
Q2 | $3.27M | Buy |
26,249
+891
| +4% | +$111K | 0.67% | 27 |
|
|
2018
Q1 | $3.07M | Buy |
25,358
+976
| +4% | +$123K | 0.69% | 28 |
|
|
2017
Q4 | $2.99M | Buy |
+24,382
| New | +$2.91M | 0.67% | 32 |
|
Other funds holding VV
NMIFOAC
VGA
JFGLC
