JPLA
Joseph P. Lucia & Associates’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-384
| Closed | -$66K | – | 437 |
|
|
2022
Q2 | $66K | Hold |
384
| – | – | 0.05% | 164 |
|
|
2022
Q1 | $80K | Buy |
+384
| New | +$80K | 0.05% | 165 |
|
|
2021
Q4 | – | Sell |
-384
| Closed | -$77K | – | 549 |
|
|
2021
Q3 | $77K | Hold |
384
| – | – | 0.05% | 188 |
|
|
2021
Q2 | $77K | Hold |
384
| – | – | 0.05% | 191 |
|
|
2021
Q1 | $71K | Hold |
384
| – | – | 0.03% | 181 |
|
|
2020
Q4 | $67K | Buy |
+384
| New | +$67K | 0.05% | 168 |
|
|
2020
Q3 | – | Sell |
-384
| Closed | -$55K | – | 454 |
|
|
2020
Q2 | $55K | Hold |
384
| – | – | 0.05% | 166 |
|
|
2020
Q1 | $45K | Hold |
384
| – | – | 0.05% | 163 |
|
|
2019
Q4 | $57K | Hold |
384
| – | – | 0.05% | 164 |
|
|
2019
Q3 | $52K | Buy |
+384
| New | +$52K | 0.05% | 169 |
|