IFA
Interactive Financial 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 | $4.42M | Sell |
15,495
-839
| -5% | -$239K | 2.16% | 14 |
|
|
2025
Q1 | $4.2M | Buy |
16,334
+867
| +6% | +$223K | 2.22% | 14 |
|
|
2024
Q4 | $4.17M | Sell |
15,467
-1,717
| -10% | -$463K | 2.19% | 15 |
|
|
2024
Q3 | $4.52M | Buy |
17,184
+335
| +2% | +$88.2K | 2.33% | 13 |
|
|
2024
Q2 | $4.21M | Buy |
16,849
+75
| +0.4% | +$18.7K | 2.32% | 13 |
|
|
2024
Q1 | $4.02M | Buy |
16,774
+14,842
| +768% | +$3.56M | 2.22% | 13 |
|
|
2023
Q4 | $226K | Sell |
1,932
-11,851
| -86% | -$1.39M | 0.12% | 80 |
|
|
2023
Q3 | $2.7M | Buy |
13,783
+738
| +6% | +$144K | 1.82% | 14 |
|
|
2023
Q2 | $2.64M | Sell |
13,045
-2,066
| -14% | -$419K | 1.8% | 13 |
|
|
2023
Q1 | $2.82M | Sell |
15,111
-133
| -0.9% | -$24.8K | 1.81% | 11 |
|
|
2022
Q4 | $2.66M | Buy |
15,244
+813
| +6% | +$142K | 1.59% | 16 |
|
|
2022
Q3 | $2.36M | Buy |
14,431
+11
| +0.1% | +$1.8K | 1.37% | 14 |
|
|
2022
Q2 | $2.68M | Buy |
14,420
+4,109
| +40% | +$764K | 1.35% | 20 |
|
|
2022
Q1 | $2.15M | Sell |
10,311
-3,584
| -26% | -$747K | 1.01% | 26 |
|
|
2021
Q4 | $3.07M | Buy |
13,895
+403
| +3% | +$89.1K | 1.17% | 27 |
|
|
2021
Q3 | $2.71M | Sell |
13,492
-477
| -3% | -$95.8K | 1.18% | 25 |
|
|
2021
Q2 | $2.8M | Sell |
13,969
-4,088
| -23% | -$821K | 1.14% | 26 |
|
|
2021
Q1 | $3.35M | Buy |
18,057
+2,551
| +16% | +$473K | 1.4% | 24 |
|
|
2020
Q4 | $2.73M | Sell |
15,506
-86
| -0.6% | -$15.1K | 1.24% | 23 |
|
|
2020
Q3 | $2.44M | Sell |
15,592
-5
| -0% | -$782 | 1.21% | 21 |
|
|
2020
Q2 | $2.23M | Buy |
15,597
+79
| +0.5% | +$11.3K | 1.1% | 22 |
|
|
2020
Q1 | $1.84M | Buy |
15,518
+369
| +2% | +$43.7K | 1.62% | 13 |
|
|
2019
Q4 | $2.24M | Buy |
15,149
+217
| +1% | +$32.1K | 1.01% | 23 |
|
|
2019
Q3 | $2.04M | Buy |
14,932
+573
| +4% | +$78.1K | 0.94% | 24 |
|
|
2019
Q2 | $1.93M | Buy |
14,359
+227
| +2% | +$30.6K | 0.89% | 25 |
|
|
2019
Q1 | $1.83M | Buy |
14,132
+966
| +7% | +$125K | 0.88% | 24 |
|
|
2018
Q4 | $1.51M | Buy |
13,166
+484
| +4% | +$55.6K | 0.78% | 25 |
|
|
2018
Q3 | $1.69M | Buy |
12,682
+574
| +5% | +$76.6K | 0.8% | 26 |
|
|
2018
Q2 | $1.51M | Sell |
12,108
-472
| -4% | -$58.9K | 0.71% | 27 |
|
|
2018
Q1 | $1.53M | Sell |
12,580
-1,609
| -11% | -$195K | 0.73% | 26 |
|
|
2017
Q4 | $1.74M | Sell |
14,189
-215
| -1% | -$26.4K | 0.76% | 25 |
|
|
2017
Q3 | $1.66M | Buy |
14,404
+896
| +7% | +$103K | 0.76% | 22 |
|
|
2017
Q2 | $1.5M | Buy |
13,508
+240
| +2% | +$26.7K | 0.71% | 26 |
|
|
2017
Q1 | $1.43M | Buy |
13,268
+194
| +1% | +$21K | 0.7% | 27 |
|
|
2016
Q4 | $1.34M | Sell |
13,074
-28
| -0.2% | -$2.87K | 0.67% | 27 |
|
|
2016
Q3 | $1.3M | Buy |
13,102
+310
| +2% | +$30.7K | 0.65% | 30 |
|
|
2016
Q2 | $1.23M | Buy |
12,792
+165
| +1% | +$15.8K | 0.65% | 29 |
|
|
2016
Q1 | $1.19M | Buy |
12,627
+355
| +3% | +$33.4K | 0.73% | 27 |
|
|
2015
Q4 | $1.15M | Buy |
12,272
+97
| +0.8% | +$9.07K | 0.67% | 26 |
|
|
2015
Q3 | $1.07M | Buy |
12,175
+458
| +4% | +$40.3K | 0.61% | 28 |
|
|
2015
Q2 | $1.11M | Sell |
11,717
-923
| -7% | -$87.5K | 0.6% | 32 |
|
|
2015
Q1 | $1.2M | Sell |
12,640
-2,028
| -14% | -$193K | 0.65% | 30 |
|
|
2014
Q4 | $1.39M | Buy |
14,668
+3
| +0% | +$283 | 0.76% | 27 |
|
|
2014
Q3 | $1.33M | Sell |
14,665
-2
| -0% | -$181 | 0.75% | 27 |
|
|
2014
Q2 | $1.32M | Buy |
14,667
+499
| +4% | +$44.9K | 0.75% | 29 |
|
|
2014
Q1 | $1.22M | Sell |
14,168
-65
| -0.5% | -$5.59K | 0.71% | 28 |
|
|
2013
Q4 | $1.21M | Buy |
14,233
+83
| +0.6% | +$7.04K | 0.71% | 26 |
|
|
2013
Q3 | $1.09M | Sell |
14,150
-397
| -3% | -$30.7K | 0.67% | 26 |
|
|
2013
Q2 | $1.07M | Buy |
+14,547
| New | +$1.07M | 0.79% | 19 |
|