LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $87K | Buy |
558
+500
| +862% | +$78K | 0.04% | 199 |
|
|
2020
Q2 | $8K | Hold |
58
| – | – | ﹤0.01% | 437 |
|
|
2020
Q1 | $7K | Hold |
58
| – | – | ﹤0.01% | 428 |
|
|
2019
Q4 | $9K | Hold |
58
| – | – | ﹤0.01% | 428 |
|
|
2019
Q3 | $8K | Hold |
58
| – | – | ﹤0.01% | 433 |
|
|
2019
Q2 | $8K | Hold |
58
| – | – | ﹤0.01% | 423 |
|
|
2019
Q1 | $8K | Hold |
58
| – | – | ﹤0.01% | 426 |
|
|
2018
Q4 | $7K | Sell |
58
-63
| -52% | -$7.6K | ﹤0.01% | 418 |
|
|
2018
Q3 | $16K | Buy |
121
+58
| +92% | +$7.67K | 0.01% | 354 |
|
|
2018
Q2 | $8K | Hold |
63
| – | – | ﹤0.01% | 398 |
|
|
2018
Q1 | $8K | Buy |
+63
| New | +$8K | ﹤0.01% | 387 |
|
|
2014
Q2 | – | Sell |
-163
| Closed | -$14K | – | 217 |
|
|
2014
Q1 | $14K | Hold |
163
| – | – | 0.01% | 166 |
|
|
2013
Q4 | $14K | Hold |
163
| – | – | 0.01% | 146 |
|
|
2013
Q3 | $13K | Hold |
163
| – | – | 0.01% | 142 |
|
|
2013
Q2 | $12K | Buy |
+163
| New | +$12K | 0.01% | 111 |
|