Kalos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,540
| Closed | -$557K | – | 304 |
|
|
2021
Q4 | $557K | Buy |
2,540
+166
| +7% | +$36.4K | 0.15% | 151 |
|
|
2021
Q3 | $521K | Buy |
+2,374
| New | +$521K | 0.15% | 153 |
|
|
2021
Q2 | – | Sell |
-2,312
| Closed | -$446K | – | 313 |
|
|
2021
Q1 | $446K | Buy |
+2,312
| New | +$446K | 0.14% | 169 |
|