J.W. Cole Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.39M | Buy |
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|
2025
Q1 | $3.49M | Buy |
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|
2024
Q4 | $2.69M | Sell |
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|
2024
Q3 | $2.71M | Buy |
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|
2024
Q2 | $2.56M | Buy |
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|
2024
Q1 | $2.28M | Buy |
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|
2023
Q4 | $2M | Sell |
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|
2023
Q3 | $2.01M | Sell |
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|
2023
Q2 | $2.34M | Sell |
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|
2023
Q1 | $2.19M | Sell |
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|
2022
Q4 | $3.84M | Sell |
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|
2022
Q3 | $4.03M | Buy |
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|
2022
Q2 | $4.13M | Buy |
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|
2022
Q1 | $3.05M | Buy |
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|
2021
Q4 | $2.88M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.58M | Buy |
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|
2021
Q1 | $791K | Buy |
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|
2020
Q4 | $678K | Sell |
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|
2020
Q3 | $675K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $829K | Buy |
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