Jackson Grant Investment Advisers’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 | $71.5K | Hold |
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|
2025
Q1 | $64.4K | Hold |
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|
2024
Q4 | $67.6K | Hold |
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|
2024
Q3 | $66K | Hold |
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|
2024
Q2 | $62.6K | Hold |
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|
2024
Q1 | $60.1K | Hold |
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|
2023
Q4 | $54.7K | Hold |
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|
2023
Q3 | $49.1K | Hold |
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|
2023
Q2 | $50.8K | Hold |
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|
2023
Q1 | $46.8K | Hold |
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|
2022
Q4 | $43.7K | Hold |
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|
2022
Q3 | $41K | Hold |
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|
2022
Q2 | $43K | Hold |
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|
2022
Q1 | $52K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $50K | Hold |
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|
2021
Q2 | $50K | Hold |
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|
2021
Q1 | $46K | Hold |
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|
2020
Q4 | $44K | Hold |
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|
2020
Q3 | $39K | Hold |
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|
2020
Q2 | $36K | Hold |
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|
2020
Q1 | $30K | Hold |
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|
2019
Q4 | $37K | Buy |
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|
2019
Q3 | $34K | Buy |
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|
2019
Q2 | $33K | Buy |
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|
2019
Q1 | $32K | Hold |
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|
2018
Q4 | $28K | Buy |
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|
2018
Q3 | $32K | Hold |
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|
2018
Q2 | $30K | Buy |
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|
2018
Q1 | $29K | Buy |
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|
2017
Q4 | $30K | Buy |
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|
2017
Q3 | $28K | Buy |
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