Lee, Danner & Bass’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 | $1.16M | Sell |
4,082
-2
| -0% | -$571 | 0.09% | 128 |
|
2025
Q1 | $1.05M | Sell |
4,084
-65
| -2% | -$16.7K | 0.08% | 130 |
|
2024
Q4 | $1.12M | Sell |
4,149
-50
| -1% | -$13.5K | 0.09% | 128 |
|
2024
Q3 | $1.11M | Sell |
4,199
-25
| -0.6% | -$6.58K | 0.08% | 133 |
|
2024
Q2 | $1.05M | Buy |
+4,224
| New | +$1.05M | 0.08% | 132 |
|
2023
Q4 | $1.03M | Sell |
4,716
-5
| -0.1% | -$1.09K | 0.09% | 129 |
|
2023
Q3 | $924K | Sell |
4,721
-115
| -2% | -$22.5K | 0.08% | 127 |
|
2023
Q2 | $980K | Buy |
4,836
+250
| +5% | +$50.7K | 0.08% | 129 |
|
2023
Q1 | $857K | Hold |
4,586
| – | – | 0.08% | 135 |
|
2022
Q4 | $799K | Buy |
4,586
+50
| +1% | +$8.71K | 0.08% | 139 |
|
2022
Q3 | $742K | Sell |
4,536
-250
| -5% | -$40.9K | 0.08% | 135 |
|
2022
Q2 | $825K | Hold |
4,786
| – | – | 0.08% | 126 |
|
2022
Q1 | $998K | Sell |
4,786
-30
| -0.6% | -$6.26K | 0.09% | 126 |
|
2021
Q4 | $1.06M | Sell |
4,816
-20
| -0.4% | -$4.42K | 0.09% | 117 |
|
2021
Q3 | $972K | Sell |
4,836
-365
| -7% | -$73.4K | 0.09% | 120 |
|
2021
Q2 | $1.04M | Sell |
5,201
-78
| -1% | -$15.7K | 0.09% | 118 |
|
2021
Q1 | $978K | Buy |
5,279
+70
| +1% | +$13K | 0.09% | 116 |
|
2020
Q4 | $915K | Sell |
5,209
-357
| -6% | -$62.7K | 0.1% | 113 |
|
2020
Q3 | $871K | Sell |
5,566
-35
| -0.6% | -$5.48K | 0.1% | 108 |
|
2020
Q2 | $801K | Sell |
5,601
-395
| -7% | -$56.5K | 0.1% | 113 |
|
2020
Q1 | $710K | Buy |
5,996
+25
| +0.4% | +$2.96K | 0.1% | 115 |
|
2019
Q4 | $883K | Sell |
5,971
-155
| -3% | -$22.9K | 0.09% | 118 |
|
2019
Q3 | $835K | Sell |
6,126
-704
| -10% | -$96K | 0.09% | 123 |
|
2019
Q2 | $920K | Sell |
6,830
-25
| -0.4% | -$3.37K | 0.1% | 116 |
|
2019
Q1 | $890K | Sell |
6,855
-310
| -4% | -$40.2K | 0.1% | 118 |
|
2018
Q4 | $823K | Sell |
7,165
-535
| -7% | -$61.5K | 0.1% | 118 |
|
2018
Q3 | $1.03M | Buy |
7,700
+130
| +2% | +$17.4K | 0.1% | 114 |
|
2018
Q2 | $944K | Sell |
7,570
-365
| -5% | -$45.5K | 0.1% | 118 |
|
2018
Q1 | $962K | Buy |
7,935
+160
| +2% | +$19.4K | 0.1% | 117 |
|
2017
Q4 | $953K | Sell |
7,775
-505
| -6% | -$61.9K | 0.1% | 115 |
|
2017
Q3 | $956K | Sell |
8,280
-20
| -0.2% | -$2.31K | 0.1% | 112 |
|
2017
Q2 | $921K | Sell |
8,300
-265
| -3% | -$29.4K | 0.1% | 112 |
|
2017
Q1 | $926K | Buy |
8,565
+3,600
| +73% | +$389K | 0.1% | 109 |
|
2016
Q4 | $508K | Sell |
4,965
-40
| -0.8% | -$4.09K | 0.06% | 125 |
|
2016
Q3 | $496K | Sell |
5,005
-15
| -0.3% | -$1.49K | 0.06% | 125 |
|
2016
Q2 | $481K | Buy |
5,020
+25
| +0.5% | +$2.4K | 0.06% | 124 |
|
2016
Q1 | $477K | Sell |
4,995
-165
| -3% | -$15.8K | 0.06% | 122 |
|
2015
Q4 | $482K | Sell |
5,160
-625
| -11% | -$58.4K | 0.06% | 122 |
|
2015
Q3 | $509K | Sell |
5,785
-160
| -3% | -$14.1K | 0.07% | 123 |
|
2015
Q2 | $564K | Buy |
5,945
+685
| +13% | +$65K | 0.07% | 121 |
|
2015
Q1 | $501K | Sell |
5,260
-35
| -0.7% | -$3.33K | 0.06% | 121 |
|
2014
Q4 | $500K | Buy |
5,295
+20
| +0.4% | +$1.89K | 0.06% | 122 |
|
2014
Q3 | $477K | Sell |
5,275
-510
| -9% | -$46.1K | 0.06% | 123 |
|
2014
Q2 | $521K | Buy |
5,785
+220
| +4% | +$19.8K | 0.06% | 113 |
|
2014
Q1 | $479K | Buy |
5,565
+120
| +2% | +$10.3K | 0.06% | 114 |
|
2013
Q4 | $462K | Hold |
5,445
| – | – | 0.06% | 111 |
|
2013
Q3 | $421K | Hold |
5,445
| – | – | 0.06% | 113 |
|
2013
Q2 | $400K | Buy |
+5,445
| New | +$400K | 0.06% | 114 |
|