J.P. Morgan Private Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio VV Stock Details VV Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$28.6M	Sell	146,209 -5,024	-3%	-$983K	0.08%	228
2023 Q2	$30.7M	Sell	151,233 -7,196	-5%	-$1.46M	0.16%	124
2023 Q1	$29.6M	Sell	158,429 -175	-0.1%	-$32.7K	0.06%	261
2022 Q4	$27.6M	Buy	158,604 +11,253	+8%	+$1.96M	0.06%	265
2022 Q3	$24.1M	Sell	147,351 -1,983	-1%	-$324K	0.06%	261
2022 Q2	$25.7M	Buy	149,334 +1,079	+0.7%	+$186K	0.07%	255
2022 Q1	$30.9M	Buy	148,255 +741	+0.5%	+$154K	0.07%	254
2021 Q4	$32.6M	Buy	147,514 +1,156	+0.8%	+$256K	0.07%	247
2021 Q3	$29.4M	Sell	146,358 -1,982	-1%	-$398K	0.07%	253
2021 Q2	$29.8M	Buy	148,340 +60,751	+69%	+$12.2M	0.08%	243
2021 Q1	$16.2M	Sell	87,589 -15,069	-15%	-$2.79M	0.05%	309
2020 Q4	$18M	Sell	102,658 -2,257	-2%	-$397K	0.06%	277
2020 Q3	$16.4M	Buy	104,915 +694	+0.7%	+$109K	0.06%	245
2020 Q2	$14.9M	Buy	104,221 +8,779	+9%	+$1.26M	0.07%	225
2020 Q1	$11.3M	Buy	95,442 +4,996	+6%	+$592K	0.06%	242
2019 Q4	$13.4M	Buy	90,446 +4,528	+5%	+$669K	0.06%	266
2019 Q3	$11.7M	Buy	85,918 +1,635	+2%	+$223K	0.06%	261
2019 Q2	$11.4M	Sell	84,283 -3,840	-4%	-$517K	0.06%	258
2019 Q1	$11.4M	Sell	88,123 -1,821	-2%	-$236K	0.06%	267
2018 Q4	$10.3M	Buy	89,944 +70	+0.1%	+$8.04K	0.06%	255
2018 Q3	$12M	Buy	89,874 +11,653	+15%	+$1.56M	0.06%	267
2018 Q2	$9.76M	Buy	78,221 +2,410	+3%	+$301K	0.05%	280
2018 Q1	$9.19M	Buy	75,811 +16,624	+28%	+$2.01M	0.06%	247
2017 Q4	$7.26M	Buy	59,187 +4,247	+8%	+$521K	0.05%	274
2017 Q3	$6.34M	Buy	54,940 +780	+1%	+$90K	0.05%	282
2017 Q2	$6.01M	Buy	54,160 +878	+2%	+$97.5K	0.05%	277
2017 Q1	$5.76M	Buy	53,282 +1,971	+4%	+$213K	0.04%	287
2016 Q4	$5.25M	Buy	51,311 +9,287	+22%	+$951K	0.05%	272
2016 Q3	$4.17M	Buy	42,024 +6,123	+17%	+$607K	0.04%	302
2016 Q2	$3.44M	Buy	35,901 +12,719	+55%	+$1.22M	0.03%	330
2016 Q1	$2.18M	Buy	23,182 +12,743	+122%	+$1.2M	0.02%	384
2015 Q4	$976K	Buy	10,439 +3	+0%	+$280	0.01%	532
2015 Q3	$919K	Sell	10,436 -2,551	-20%	-$225K	0.01%	491
2015 Q2	$1.23M	Sell	12,987 -600	-4%	-$56.9K	0.01%	459
2015 Q1	$1.29M	Buy	13,587 +976	+8%	+$92.9K	0.01%	466
2014 Q4	$1.19M	Buy	12,611 +670	+6%	+$63.2K	0.01%	492
2014 Q3	$1.08M	Buy	11,941 +75	+0.6%	+$6.78K	0.01%	499
2014 Q2	$1.07M	Sell	11,866 -232	-2%	-$20.9K	0.02%	399
2014 Q1	$1.04M	Buy	12,098 +1,996	+20%	+$172K	0.02%	397
2013 Q4	$857K	Sell	10,102 -2,919	-22%	-$248K	0.02%	373
2013 Q3	$1.01M	Buy	13,021 +1,875	+17%	+$145K	0.02%	333
2013 Q2	$818K	Buy	+11,146	New	+$818K	0.02%	345