LA
Legacy Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,433
| Closed | -$2.42M | – | 403 |
|
|
2025
Q1 | $2.42M | Hold |
9,433
| – | – | 0.25% | 77 |
|
|
2024
Q4 | $2.54M | Hold |
9,433
| – | – | 0.25% | 67 |
|
|
2024
Q3 | $2.49M | Hold |
9,433
| – | – | 0.27% | 69 |
|
|
2024
Q2 | $2.36M | Buy |
9,433
+3,293
| +54% | +$825K | 0.29% | 67 |
|
|
2024
Q1 | $1.47M | Hold |
6,140
| – | – | 0.19% | 99 |
|
|
2023
Q4 | $1.34M | Hold |
6,140
| – | – | 0.17% | 102 |
|
|
2023
Q3 | $1.2M | Sell |
6,140
-1,090
| -15% | -$213K | 0.19% | 104 |
|
|
2023
Q2 | $1.47M | Sell |
7,230
-230
| -3% | -$46.6K | 0.22% | 85 |
|
|
2023
Q1 | $1.39M | Hold |
7,460
| – | – | 0.26% | 74 |
|
|
2022
Q4 | $1.3M | Hold |
7,460
| – | – | 0.24% | 74 |
|
|
2022
Q3 | $1.22M | Hold |
7,460
| – | – | 0.27% | 66 |
|
|
2022
Q2 | $1.29M | Hold |
7,460
| – | – | 0.27% | 64 |
|
|
2022
Q1 | $1.56M | Buy |
+7,460
| New | +$1.56M | 0.3% | 57 |
|