IFP 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 | $129K | Hold |
453
| – | – | ﹤0.01% | 1501 |
|
2025
Q1 | $116K | Buy |
453
+13
| +3% | +$3.34K | ﹤0.01% | 1439 |
|
2024
Q4 | $119K | Buy |
440
+385
| +700% | +$104K | ﹤0.01% | 1388 |
|
2024
Q3 | $14.5K | Buy |
55
+2
| +4% | +$527 | ﹤0.01% | 2287 |
|
2024
Q2 | $13.2K | Hold |
53
| – | – | ﹤0.01% | 2245 |
|
2024
Q1 | $12.7K | Sell |
53
-90
| -63% | -$21.6K | ﹤0.01% | 2154 |
|
2023
Q4 | $31.2K | Sell |
143
-1,104
| -89% | -$241K | ﹤0.01% | 1740 |
|
2023
Q3 | $244K | Buy |
1,247
+66
| +6% | +$12.9K | 0.01% | 877 |
|
2023
Q2 | $239K | Buy |
1,181
+104
| +10% | +$21.1K | 0.01% | 936 |
|
2023
Q1 | $136K | Sell |
1,077
-450
| -29% | -$56.6K | 0.01% | 1104 |
|
2022
Q4 | $194K | Buy |
1,527
+128
| +9% | +$16.3K | 0.01% | 1371 |
|
2022
Q3 | $180K | Buy |
1,399
+22
| +2% | +$2.83K | ﹤0.01% | 1476 |
|
2022
Q2 | $176K | Hold |
1,377
| – | – | 0.01% | 1340 |
|
2022
Q1 | $176K | Buy |
1,377
+106
| +8% | +$13.5K | 0.01% | 1340 |
|
2021
Q4 | $281K | Buy |
1,271
+80
| +7% | +$17.7K | 0.01% | 800 |
|
2021
Q3 | $237K | Buy |
1,191
+2
| +0.2% | +$398 | ﹤0.01% | 843 |
|
2021
Q2 | $237K | Sell |
1,189
-25
| -2% | -$4.98K | ﹤0.01% | 825 |
|
2021
Q1 | $225K | Sell |
1,214
-269
| -18% | -$49.9K | ﹤0.01% | 782 |
|
2020
Q4 | $262K | Sell |
1,483
-150
| -9% | -$26.5K | 0.01% | 709 |
|
2020
Q3 | $256K | Buy |
1,633
+192
| +13% | +$30.1K | 0.02% | 620 |
|
2020
Q2 | $204K | Buy |
1,441
+775
| +116% | +$110K | 0.02% | 662 |
|
2020
Q1 | $80K | Buy |
666
+60
| +10% | +$7.21K | 0.01% | 929 |
|
2019
Q4 | $89K | Sell |
606
-58
| -9% | -$8.52K | 0.01% | 1005 |
|
2019
Q3 | $90K | Buy |
+664
| New | +$90K | 0.01% | 1111 |
|
2019
Q1 | $2K | Sell |
15
-2,565
| -99% | -$342K | ﹤0.01% | 2124 |
|
2018
Q4 | $294K | Sell |
2,580
-554
| -18% | -$63.1K | 0.02% | 721 |
|
2018
Q3 | $418K | Sell |
3,134
-67
| -2% | -$8.94K | 0.02% | 749 |
|
2018
Q2 | $399K | Sell |
3,201
-355
| -10% | -$44.3K | 0.02% | 751 |
|
2018
Q1 | $436K | Hold |
3,556
| – | – | 0.02% | 676 |
|
2017
Q4 | $436K | Sell |
3,556
-316
| -8% | -$38.7K | 0.02% | 674 |
|
2017
Q3 | $447K | Buy |
3,872
+135
| +4% | +$15.6K | 0.02% | 732 |
|
2017
Q2 | $415K | Buy |
3,737
+646
| +21% | +$71.7K | 0.02% | 750 |
|
2017
Q1 | $334K | Buy |
3,091
+93
| +3% | +$10K | 0.01% | 862 |
|
2016
Q4 | $307K | Sell |
2,998
-478
| -14% | -$48.9K | 0.01% | 839 |
|
2016
Q3 | $345K | Buy |
3,476
+138
| +4% | +$13.7K | 0.02% | 738 |
|
2016
Q2 | $320K | Buy |
3,338
+3,323
| +22,153% | +$319K | 0.02% | 760 |
|
2016
Q1 | $2K | Sell |
15
-1,752
| -99% | -$234K | ﹤0.01% | 2124 |
|
2015
Q4 | $165K | Buy |
+1,767
| New | +$165K | 0.01% | 929 |
|