Intersect Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $444K | Hold |
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|
2022
Q1 | $537K | Hold |
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|
2021
Q4 | $569K | Hold |
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|
2021
Q3 | $517K | Hold |
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|
2021
Q2 | $517K | Hold |
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|
2021
Q1 | $477K | Hold |
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|
2020
Q4 | $453K | Hold |
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|
2020
Q3 | $403K | Hold |
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|
2020
Q2 | $368K | Hold |
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|
2020
Q1 | $305K | Hold |
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|
2019
Q4 | $381K | Hold |
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|
2019
Q3 | $351K | Hold |
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|
2019
Q2 | $347K | Hold |
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|
2019
Q1 | $334K | Hold |
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|
2018
Q4 | $296K | Sell |
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|
2018
Q3 | $424K | Hold |
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|
2018
Q2 | $396K | Hold |
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|
2018
Q1 | $385K | Hold |
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|
2017
Q4 | $389K | Buy |
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|
2017
Q3 | $307K | Sell |
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|
2017
Q2 | $362K | Sell |
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|
2017
Q1 | $512K | Hold |
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|
2016
Q4 | $485K | Sell |
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|
2016
Q3 | $509K | Buy |
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|
2016
Q2 | $350K | Hold |
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|
2016
Q1 | $343K | Hold |
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|
2015
Q4 | $341K | Sell |
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|
2015
Q3 | $326K | Buy |
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|
2015
Q2 | $324K | Hold |
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|
2015
Q1 | $328K | Hold |
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|
2014
Q4 | $323K | Buy |
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