Madison Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $847K | Sell |
2,969
-113
| -4% | -$32.2K | 0.18% | 59 |
|
|
2025
Q1 | $792K | Hold |
3,082
| – | – | 0.2% | 60 |
|
|
2024
Q4 | $831K | Hold |
3,082
| – | – | 0.23% | 54 |
|
|
2024
Q3 | $812K | Hold |
3,082
| – | – | 0.24% | 55 |
|
|
2024
Q2 | $769K | Sell |
3,082
-26
| -0.8% | -$6.49K | 0.26% | 49 |
|
|
2024
Q1 | $745K | Hold |
3,108
| – | – | 0.27% | 50 |
|
|
2023
Q4 | $678K | Hold |
3,108
| – | – | 0.27% | 50 |
|
|
2023
Q3 | $608K | Hold |
3,108
| – | – | 0.31% | 39 |
|
|
2023
Q2 | $630K | Buy |
3,108
+100
| +3% | +$20.3K | 0.29% | 40 |
|
|
2023
Q1 | $562K | Hold |
3,008
| – | – | 0.28% | 40 |
|
|
2022
Q4 | $524K | Buy |
3,008
+165
| +6% | +$28.7K | 0.31% | 38 |
|
|
2022
Q3 | $465K | Hold |
2,843
| – | – | 0.3% | 40 |
|
|
2022
Q2 | $490K | Sell |
2,843
-83
| -3% | -$14.3K | 0.31% | 38 |
|
|
2022
Q1 | $610K | Buy |
2,926
+410
| +16% | +$85.5K | 0.34% | 33 |
|
|
2021
Q4 | $556K | Hold |
2,516
| – | – | 0.28% | 32 |
|
|
2021
Q3 | $506K | Buy |
2,516
+237
| +10% | +$47.7K | 0.29% | 33 |
|
|
2021
Q2 | $458K | Buy |
2,279
+214
| +10% | +$43K | 0.26% | 35 |
|
|
2021
Q1 | $363K | Hold |
2,065
| – | – | 0.26% | 31 |
|
|
2020
Q4 | $362K | Buy |
+2,065
| New | +$362K | 0.24% | 32 |
|