Jackson Grant Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.5K | Hold |
251
| – | – | 0.03% | 160 |
|
|
2025
Q1 | $64.4K | Hold |
251
| – | – | 0.02% | 160 |
|
|
2024
Q4 | $67.6K | Hold |
251
| – | – | 0.03% | 160 |
|
|
2024
Q3 | $66K | Hold |
251
| – | – | 0.02% | 164 |
|
|
2024
Q2 | $62.6K | Hold |
251
| – | – | 0.03% | 166 |
|
|
2024
Q1 | $60.1K | Hold |
251
| – | – | 0.02% | 165 |
|
|
2023
Q4 | $54.7K | Hold |
251
| – | – | 0.02% | 166 |
|
|
2023
Q3 | $49.1K | Hold |
251
| – | – | 0.02% | 166 |
|
|
2023
Q2 | $50.8K | Hold |
251
| – | – | 0.02% | 169 |
|
|
2023
Q1 | $46.8K | Hold |
251
| – | – | 0.02% | 189 |
|
|
2022
Q4 | $43.7K | Hold |
251
| – | – | 0.02% | 191 |
|
|
2022
Q3 | $41K | Hold |
251
| – | – | 0.02% | 193 |
|
|
2022
Q2 | $43K | Hold |
251
| – | – | 0.02% | 197 |
|
|
2022
Q1 | $52K | Buy |
+251
| New | +$52K | 0.02% | 197 |
|
|
2021
Q4 | – | Sell |
-251
| Closed | -$50K | – | 337 |
|
|
2021
Q3 | $50K | Hold |
251
| – | – | 0.02% | 205 |
|
|
2021
Q2 | $50K | Hold |
251
| – | – | 0.02% | 206 |
|
|
2021
Q1 | $46K | Hold |
251
| – | – | 0.02% | 205 |
|
|
2020
Q4 | $44K | Hold |
251
| – | – | 0.02% | 196 |
|
|
2020
Q3 | $39K | Hold |
251
| – | – | 0.02% | 159 |
|
|
2020
Q2 | $36K | Hold |
251
| – | – | 0.02% | 159 |
|
|
2020
Q1 | $30K | Hold |
251
| – | – | 0.02% | 163 |
|
|
2019
Q4 | $37K | Buy |
251
+2
| +0.8% | +$295 | 0.02% | 162 |
|
|
2019
Q3 | $34K | Buy |
249
+2
| +0.8% | +$273 | 0.02% | 166 |
|
|
2019
Q2 | $33K | Buy |
247
+1
| +0.4% | +$134 | 0.02% | 165 |
|
|
2019
Q1 | $32K | Hold |
246
| – | – | 0.02% | 163 |
|
|
2018
Q4 | $28K | Buy |
246
+3
| +1% | +$341 | 0.02% | 172 |
|
|
2018
Q3 | $32K | Hold |
243
| – | – | 0.02% | 167 |
|
|
2018
Q2 | $30K | Buy |
243
+1
| +0.4% | +$123 | 0.02% | 176 |
|
|
2018
Q1 | $29K | Buy |
242
+1
| +0.4% | +$120 | 0.02% | 170 |
|
|
2017
Q4 | $30K | Buy |
241
+1
| +0.4% | +$124 | 0.02% | 170 |
|
|
2017
Q3 | $28K | Buy |
+240
| New | +$28K | 0.02% | 173 |
|