LWM
Liberty Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
3,560
-19
| -0.5% | -$5.42K | 0.16% | 83 |
|
|
2025
Q1 | $920K | Sell |
3,579
-5
| -0.1% | -$1.29K | 0.18% | 64 |
|
|
2024
Q4 | $967K | Buy |
3,584
+13
| +0.4% | +$3.51K | 0.16% | 81 |
|
|
2024
Q3 | $940K | Buy |
3,571
+7
| +0.2% | +$1.84K | 0.16% | 81 |
|
|
2024
Q2 | $890K | Sell |
3,564
-84
| -2% | -$21K | 0.16% | 78 |
|
|
2024
Q1 | $875K | Buy |
3,648
+3,610
| +9,500% | +$866K | 0.17% | 78 |
|
|
2023
Q4 | $794K | Sell |
38
-3,594
| -99% | -$75.1M | 0.17% | 71 |
|
|
2023
Q3 | $711K | Sell |
3,632
-64
| -2% | -$12.5K | 0.18% | 68 |
|
|
2023
Q2 | $749K | Buy |
3,696
+8
| +0.2% | +$1.62K | 0.19% | 65 |
|
|
2023
Q1 | $689K | Buy |
+3,688
| New | +$689K | 0.14% | 90 |
|
|
2022
Q3 | $600K | Buy |
3,670
+9
| +0.2% | +$1.47K | 0.16% | 74 |
|
|
2022
Q2 | $631K | Buy |
3,661
+8
| +0.2% | +$1.38K | 0.26% | 69 |
|
|
2022
Q1 | $761K | Buy |
+3,653
| New | +$761K | 0.27% | 58 |
|
|
2021
Q4 | – | Sell |
-3,676
| Closed | -$739K | – | 74 |
|
|
2021
Q3 | $739K | Buy |
3,676
+6
| +0.2% | +$1.21K | 0.26% | 57 |
|
|
2021
Q2 | $737K | Buy |
3,670
+49
| +1% | +$9.84K | 0.29% | 52 |
|
|
2021
Q1 | $640K | Hold |
3,621
| – | – | 0.31% | 48 |
|
|
2020
Q4 | $640K | Sell |
3,621
-132
| -4% | -$23.3K | 0.31% | 48 |
|
|
2020
Q3 | $587K | Buy |
3,753
+11
| +0.3% | +$1.72K | 0.35% | 45 |
|
|
2020
Q2 | $535K | Sell |
3,742
-3,156
| -46% | -$451K | 0.38% | 47 |
|
|
2020
Q1 | $817K | Sell |
6,898
-245
| -3% | -$29K | 0.71% | 27 |
|
|
2019
Q4 | $1.06M | Buy |
7,143
+15
| +0.2% | +$2.22K | 0.83% | 22 |
|
|
2019
Q3 | $972K | Buy |
7,128
+23
| +0.3% | +$3.14K | 0.92% | 21 |
|
|
2019
Q2 | $878K | Buy |
7,105
+3,023
| +74% | +$374K | 0.77% | 21 |
|
|
2019
Q1 | $529K | Hold |
4,082
| – | – | 0.4% | 37 |
|
|
2018
Q4 | $468K | Buy |
+4,082
| New | +$468K | 0.35% | 41 |
|