Laird Norton Wetherby Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.04M | Buy |
6,642
+27
| +0.4% | +$8K | 0.08% | 223 |
|
|
2025
Q2 | $1.89M | Buy |
+6,615
| New | +$1.74M | 0.08% | 233 |
|
|
2024
Q4 | $1.62M | Sell |
6,025
-302
| -5% | -$81.8K | 0.08% | 235 |
|
|
2024
Q3 | $1.67M | Hold |
6,327
| – | – | 0.08% | 252 |
|
|
2024
Q2 | $1.58M | Hold |
6,327
| – | – | 0.07% | 254 |
|
|
2024
Q1 | $1.52M | Hold |
6,327
| – | – | 0.07% | 268 |
|
|
2023
Q4 | $1.38M | Hold |
6,327
| – | – | 0.07% | 273 |
|
|
2023
Q3 | $1.24M | Hold |
6,327
| – | – | 0.07% | 290 |
|
|
2023
Q2 | $1.28M | Buy |
6,327
+50
| +0.8% | +$9.58K | 0.07% | 286 |
|
|
2023
Q1 | $1.17M | Hold |
6,277
| – | – | 0.07% | 299 |
|
|
2022
Q4 | $1.09M | Hold |
6,277
| – | – | 0.07% | 305 |
|
|
2022
Q3 | $1.03M | Buy |
6,277
+15
| +0.2% | +$2.73K | 0.07% | 284 |
|
|
2022
Q2 | $1.08M | Buy |
6,262
+35
| +0.6% | +$6.57K | 0.07% | 277 |
|
|
2022
Q1 | $1.3M | Buy |
6,227
+50
| +0.8% | +$10.3K | 0.07% | 256 |
|
|
2021
Q4 | $1.36M | Hold |
6,177
| – | – | 0.08% | 237 |
|
|
2021
Q3 | $1.24M | Sell |
6,177
-257
| -4% | -$53.1K | 0.08% | 245 |
|
|
2021
Q2 | $1.29M | Buy |
6,434
+22
| +0.3% | +$4.29K | 0.08% | 239 |
|
|
2021
Q1 | $1.19M | Sell |
6,412
-1,199
| -16% | -$217K | 0.09% | 221 |
|
|
2020
Q4 | $1.34M | Buy |
7,611
+13
| +0.2% | +$2.16K | 0.09% | 214 |
|
|
2020
Q3 | $1.19M | Hold |
7,598
| – | – | 0.11% | 184 |
|
|
2020
Q2 | $1.09M | Hold |
7,598
| – | – | 0.1% | 196 |
|
|
2020
Q1 | $900K | Hold |
7,598
| – | – | 0.1% | 206 |
|
|
2019
Q4 | $1.12M | Hold |
7,598
| – | – | 0.11% | 197 |
|
|
2019
Q3 | $1.04M | Hold |
7,598
| – | – | 0.11% | 208 |
|
|
2019
Q2 | $1.02M | Sell |
7,598
-375
| -5% | -$49.6K | 0.11% | 202 |
|
|
2019
Q1 | $1.03M | Sell |
7,973
-405
| -5% | -$50.6K | 0.13% | 180 |
|
|
2018
Q4 | $962K | Hold |
8,378
| – | – | 0.14% | 168 |
|
|
2018
Q3 | $1.12M | Buy |
8,378
+1,591
| +23% | +$208K | 0.14% | 164 |
|
|
2018
Q2 | $847K | Hold |
6,787
| – | – | 0.11% | 207 |
|
|
2018
Q1 | $823K | Hold |
6,787
| – | – | 0.11% | 211 |
|
|
2017
Q4 | $832K | Hold |
6,787
| – | – | 0.12% | 209 |
|
|
2017
Q3 | $783K | Hold |
6,787
| – | – | 0.12% | 210 |
|
|
2017
Q2 | $753K | Sell |
6,787
-793
| -10% | -$87.2K | 0.13% | 201 |
|
|
2017
Q1 | $819K | Hold |
7,580
| – | – | 0.15% | 168 |
|
|
2016
Q4 | $776K | Hold |
7,580
| – | – | 0.15% | 156 |
|
|
2016
Q3 | $752K | Hold |
7,580
| – | – | 0.15% | 165 |
|
|
2016
Q2 | $727K | Hold |
7,580
| – | – | 0.16% | 149 |
|
|
2016
Q1 | $713K | Buy |
7,580
+51
| +0.7% | +$4.55K | 0.17% | 137 |
|
|
2015
Q4 | $704K | Buy |
7,529
+7
| +0.1% | +$659 | 0.17% | 135 |
|
|
2015
Q3 | $662K | Buy |
7,522
+4
| +0.1% | +$373 | 0.17% | 133 |
|
|
2015
Q2 | $713K | Buy |
7,518
+54
| +0.7% | +$5.23K | 0.17% | 134 |
|
|
2015
Q1 | $711K | Sell |
7,464
-1,498
| -17% | -$142K | 0.17% | 128 |
|
|
2014
Q4 | $846K | Hold |
8,962
| – | – | 0.21% | 102 |
|
|
2014
Q3 | $811K | Sell |
8,962
-1,535
| -15% | -$139K | 0.23% | 102 |
|
|
2014
Q2 | $945K | Buy |
10,497
+5,146
| +96% | +$450K | 0.27% | 84 |
|
|
2014
Q1 | $460K | Hold |
5,351
| – | – | 0.13% | 193 |
|
|
2013
Q4 | $454K | Hold |
5,351
| – | – | 0.13% | 199 |
|
|
2013
Q3 | $414K | Hold |
5,351
| – | – | 0.13% | 195 |
|
|
2013
Q2 | $393K | Buy |
+5,351
| New | +$395K | 0.14% | 173 |
|
Other funds holding VV
NMIFOAC
