Jacobi Capital Management’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 | $859K | Hold |
3,009
| – | – | 0.06% | 291 |
|
|
2025
Q1 | $773K | Hold |
3,009
| – | – | 0.06% | 289 |
|
|
2024
Q4 | $812K | Buy |
+3,009
| New | +$812K | 0.06% | 278 |
|
|
2022
Q2 | – | Sell |
-1,053
| Closed | -$220K | – | 432 |
|
|
2022
Q1 | $220K | Buy |
1,053
+3
| +0.3% | +$627 | 0.03% | 387 |
|
|
2021
Q4 | $232K | Buy |
1,050
+4
| +0.4% | +$884 | 0.03% | 392 |
|
|
2021
Q3 | $210K | Buy |
1,046
+3
| +0.3% | +$602 | 0.03% | 388 |
|
|
2021
Q2 | $209K | Buy |
1,043
+3
| +0.3% | +$601 | 0.03% | 366 |
|
|
2021
Q1 | $193K | Buy |
1,040
+4
| +0.4% | +$742 | 0.03% | 349 |
|
|
2020
Q4 | $182K | Buy |
1,036
+4
| +0.4% | +$703 | 0.03% | 330 |
|
|
2020
Q3 | $161K | Buy |
+1,032
| New | +$161K | 0.03% | 324 |
|