Laidlaw Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,218
| Closed | -$292K | – | 186 |
|
|
2024
Q1 | $292K | Hold |
1,218
| – | – | 0.16% | 143 |
|
|
2023
Q4 | $266K | Sell |
1,218
-21,449
| -95% | -$4.68M | 0.1% | 198 |
|
|
2023
Q3 | $4.44M | Sell |
22,667
-922
| -4% | -$180K | 1.47% | 10 |
|
|
2023
Q2 | $4.78M | Sell |
23,589
-927
| -4% | -$188K | 0.94% | 22 |
|
|
2023
Q1 | $4.58M | Sell |
24,516
-120
| -0.5% | -$22.4K | 0.94% | 19 |
|
|
2022
Q4 | $4.29M | Buy |
+24,636
| New | +$4.29M | 0.92% | 19 |
|
|
2022
Q3 | – | Sell |
-24,084
| Closed | -$4.15M | – | 376 |
|
|
2022
Q2 | $4.15M | Buy |
24,084
+1,391
| +6% | +$240K | 0.85% | 22 |
|
|
2022
Q1 | $4.73M | Sell |
22,693
-75
| -0.3% | -$15.6K | 0.79% | 27 |
|
|
2021
Q4 | $5.03M | Buy |
+22,768
| New | +$5.03M | 0.8% | 25 |
|