Investors Financial Group’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,311
| Closed | -$953K | – | 190 |
|
|
2021
Q4 | $953K | Sell |
4,311
-635
| -13% | -$140K | 0.44% | 64 |
|
|
2021
Q3 | $994K | Buy |
4,946
+10
| +0.2% | +$2.01K | 0.53% | 53 |
|
|
2021
Q2 | $991K | Buy |
4,936
+22
| +0.4% | +$4.42K | 0.53% | 51 |
|
|
2021
Q1 | $911K | Sell |
4,914
-955
| -16% | -$177K | 0.53% | 55 |
|
|
2020
Q4 | $1.03M | Buy |
5,869
+70
| +1% | +$12.3K | 0.68% | 38 |
|
|
2020
Q3 | $907K | Buy |
5,799
+125
| +2% | +$19.6K | 0.68% | 39 |
|
|
2020
Q2 | $811K | Buy |
5,674
+590
| +12% | +$84.3K | 0.67% | 39 |
|
|
2020
Q1 | $602K | Buy |
5,084
+380
| +8% | +$45K | 0.61% | 46 |
|
|
2019
Q4 | $695K | Buy |
+4,704
| New | +$695K | 0.57% | 51 |
|