JDM Financial Group’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 | $68.8K | Hold |
241
| – | – | 0.03% | 77 |
|
|
2025
Q1 | $61.9K | Hold |
241
| – | – | 0.03% | 76 |
|
|
2024
Q4 | $65K | Hold |
241
| – | – | 0.03% | 71 |
|
|
2024
Q3 | $63.5K | Sell |
241
-669
| -74% | -$176K | 0.03% | 74 |
|
|
2024
Q2 | $227K | Hold |
910
| – | – | 0.15% | 45 |
|
|
2024
Q1 | $218K | Buy |
910
+2
| +0.2% | +$480 | 0.16% | 41 |
|
|
2023
Q4 | $198K | Buy |
908
+3
| +0.3% | +$654 | 0.16% | 36 |
|
|
2023
Q3 | $177K | Buy |
905
+2
| +0.2% | +$391 | 0.16% | 37 |
|
|
2023
Q2 | $183K | Buy |
903
+3
| +0.3% | +$608 | 0.16% | 40 |
|
|
2023
Q1 | $168K | Buy |
900
+2
| +0.2% | +$374 | 0.15% | 40 |
|
|
2022
Q4 | $156K | Buy |
+898
| New | +$156K | 0.15% | 39 |
|