Klingman & Associates’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 | $350K | Sell |
1,227
-510
| -29% | -$146K | 0.02% | 222 |
|
|
2025
Q1 | $446K | Hold |
1,737
| – | – | 0.03% | 170 |
|
|
2024
Q4 | $468K | Buy |
1,737
+51
| +3% | +$13.8K | 0.03% | 158 |
|
|
2024
Q3 | $444K | Hold |
1,686
| – | – | 0.03% | 170 |
|
|
2024
Q2 | $421K | Hold |
1,686
| – | – | 0.03% | 156 |
|
|
2024
Q1 | $404K | Hold |
1,686
| – | – | 0.03% | 167 |
|
|
2023
Q4 | $368K | Hold |
1,686
| – | – | 0.03% | 164 |
|
|
2023
Q3 | $330K | Buy |
1,686
+217
| +15% | +$42.5K | 0.03% | 166 |
|
|
2023
Q2 | $298K | Buy |
+1,469
| New | +$298K | 0.02% | 172 |
|
|
2022
Q2 | – | Sell |
-1,776
| Closed | -$370K | – | 212 |
|
|
2022
Q1 | $370K | Hold |
1,776
| – | – | 0.03% | 145 |
|
|
2021
Q4 | $393K | Hold |
1,776
| – | – | 0.03% | 125 |
|
|
2021
Q3 | $357K | Hold |
1,776
| – | – | 0.03% | 123 |
|
|
2021
Q2 | $357K | Hold |
1,776
| – | – | 0.03% | 120 |
|
|
2021
Q1 | $329K | Buy |
1,776
+350
| +25% | +$64.8K | 0.03% | 124 |
|
|
2020
Q4 | $251K | Hold |
1,426
| – | – | 0.03% | 135 |
|
|
2020
Q3 | $223K | Hold |
1,426
| – | – | 0.03% | 131 |
|
|
2020
Q2 | $204K | Buy |
+1,426
| New | +$204K | 0.03% | 123 |
|
|
2020
Q1 | – | Sell |
-1,770
| Closed | -$262K | – | 143 |
|
|
2019
Q4 | $262K | Buy |
+1,770
| New | +$262K | 0.04% | 116 |
|
|
2017
Q4 | – | Sell |
-2,852
| Closed | -$329K | – | 117 |
|
|
2017
Q3 | $329K | Buy |
+2,852
| New | +$329K | 0.08% | 74 |
|