LWS Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.23M | Sell |
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|
2023
Q3 | $2.94M | Sell |
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|
2023
Q2 | $3.04M | Buy |
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|
2023
Q1 | $2.44M | Sell |
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|
2022
Q4 | $2.5M | Buy |
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|
2022
Q3 | $2.34M | Buy |
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|
2022
Q2 | $2.43M | Sell |
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|
2022
Q1 | $2.97M | Sell |
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|
2021
Q4 | $3.15M | Buy |
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|
2021
Q3 | $2.81M | Buy |
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|
2021
Q2 | $2.81M | Buy |
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|
2021
Q1 | $2.37M | Buy |
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|
2020
Q4 | $2.05M | Sell |
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|
2020
Q3 | $2.04M | Sell |
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|
2020
Q2 | $2M | Sell |
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|
2020
Q1 | $1.96M | Buy |
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|
2019
Q4 | $76K | Buy |
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