Johnson Financial Group Inc (Wisconsin)’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 | $205K | Sell |
716
-325
| -31% | -$93K | 0.01% | 301 |
|
|
2025
Q1 | $268K | Sell |
1,041
-1,298
| -55% | -$334K | 0.01% | 308 |
|
|
2024
Q4 | $650K | Sell |
2,339
-50
| -2% | -$13.9K | 0.03% | 187 |
|
|
2024
Q3 | $631K | Hold |
2,389
| – | – | 0.03% | 204 |
|
|
2024
Q2 | $598K | Hold |
2,389
| – | – | 0.03% | 186 |
|
|
2024
Q1 | $573K | Sell |
2,389
-50
| -2% | -$12K | 0.03% | 176 |
|
|
2023
Q4 | $532K | Buy |
2,439
+325
| +15% | +$70.9K | 0.03% | 179 |
|
|
2023
Q3 | $414K | Hold |
2,114
| – | – | 0.03% | 188 |
|
|
2023
Q2 | $429K | Hold |
2,114
| – | – | 0.03% | 196 |
|
|
2023
Q1 | $395K | Buy |
2,114
+836
| +65% | +$156K | 0.03% | 210 |
|
|
2022
Q4 | $223K | Hold |
1,278
| – | – | 0.02% | 238 |
|
|
2022
Q3 | $209K | Hold |
1,278
| – | – | 0.02% | 233 |
|
|
2022
Q2 | $220K | Hold |
1,278
| – | – | 0.02% | 239 |
|
|
2022
Q1 | $266K | Hold |
1,278
| – | – | 0.02% | 240 |
|
|
2021
Q4 | $282K | Sell |
1,278
-70
| -5% | -$15.4K | 0.02% | 238 |
|
|
2021
Q3 | $271K | Hold |
1,348
| – | – | 0.02% | 232 |
|
|
2021
Q2 | $271K | Hold |
1,348
| – | – | 0.02% | 238 |
|
|
2021
Q1 | $250K | Buy |
+1,348
| New | +$250K | 0.02% | 246 |
|