Kingswood Wealth Advisors’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 | $1.63M | Buy |
5,721
+361
| +7% | +$103K | 0.13% | 172 |
|
|
2025
Q1 | $1.38M | Buy |
5,360
+1,387
| +35% | +$357K | 0.13% | 191 |
|
|
2024
Q4 | $1.07M | Sell |
3,973
-8,305
| -68% | -$2.24M | 0.08% | 258 |
|
|
2024
Q3 | $3.23M | Buy |
12,278
+9,822
| +400% | +$2.59M | 0.23% | 104 |
|
|
2024
Q2 | $613K | Buy |
2,456
+1,416
| +136% | +$354K | 0.06% | 332 |
|
|
2024
Q1 | $250K | Sell |
1,040
-461
| -31% | -$111K | 0.03% | 534 |
|
|
2023
Q4 | $327K | Buy |
1,501
+353
| +31% | +$77K | 0.04% | 444 |
|
|
2023
Q3 | $225K | Buy |
+1,148
| New | +$225K | 0.04% | 369 |
|