Jacobus Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $192K | Hold |
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|
2017
Q2 | $184K | Hold |
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|
2017
Q1 | $179K | Hold |
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|
2016
Q4 | $170K | Hold |
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|
2016
Q3 | $165K | Hold |
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|
2016
Q2 | $159K | Sell |
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|
2016
Q1 | $1.1M | Buy |
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|
2015
Q4 | $529K | Buy |
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|
2015
Q3 | $366K | Hold |
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|
2015
Q2 | $394K | Buy |
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|
2015
Q1 | $158K | Hold |
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|
2014
Q4 | $157K | Hold |
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|
2014
Q3 | $150K | Hold |
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|
2014
Q2 | $149K | Hold |
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|
2014
Q1 | $143K | Hold |
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|
2013
Q4 | $141K | Hold |
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|
2013
Q3 | $128K | Hold |
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|
2013
Q2 | $122K | Buy |
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