Lee Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-162
| Closed | -$32.8K | – | 868 |
|
|
2023
Q2 | $32.8K | Sell |
162
-56
| -26% | -$11.3K | 0.01% | 252 |
|
|
2023
Q1 | $40.7K | Buy |
218
+58
| +36% | +$10.8K | 0.01% | 248 |
|
|
2022
Q4 | $27.9K | Hold |
160
| – | – | ﹤0.01% | 299 |
|
|
2022
Q3 | $26K | Sell |
160
-49
| -23% | -$7.96K | ﹤0.01% | 306 |
|
|
2022
Q2 | $36K | Buy |
209
+1
| +0.5% | +$172 | 0.01% | 271 |
|
|
2022
Q1 | $43K | Hold |
208
| – | – | 0.01% | 255 |
|
|
2021
Q4 | $46K | Hold |
208
| – | – | 0.01% | 265 |
|
|
2021
Q3 | $42K | Buy |
208
+1
| +0.5% | +$202 | 0.01% | 247 |
|
|
2021
Q2 | $42K | Buy |
+207
| New | +$42K | 0.01% | 245 |
|