Marcum Wealth’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
Q1 | $470K | Hold |
1,830
| – | – | 0.04% | 198 |
|
|
2024
Q4 | $494K | Hold |
1,830
| – | – | 0.04% | 197 |
|
|
2024
Q3 | $482K | Sell |
1,830
-50
| -3% | -$13.2K | 0.04% | 206 |
|
|
2024
Q2 | $469K | Hold |
1,880
| – | – | 0.05% | 202 |
|
|
2024
Q1 | $451K | Buy |
1,880
+12
| +0.6% | +$2.88K | 0.05% | 206 |
|
|
2023
Q4 | $408K | Hold |
1,868
| – | – | 0.04% | 206 |
|
|
2023
Q3 | $366K | Buy |
1,868
+751
| +67% | +$147K | 0.04% | 211 |
|
|
2023
Q2 | $226K | Hold |
1,117
| – | – | 0.03% | 308 |
|
|
2023
Q1 | $209K | Sell |
1,117
-437
| -28% | -$81.6K | 0.03% | 317 |
|
|
2022
Q4 | $271K | Buy |
1,554
+3
| +0.2% | +$522 | 0.04% | 259 |
|
|
2022
Q3 | $254K | Sell |
1,551
-1,713
| -52% | -$281K | 0.04% | 261 |
|
|
2022
Q2 | $563K | Buy |
3,264
+1,786
| +121% | +$308K | 0.08% | 142 |
|
|
2022
Q1 | $308K | Sell |
1,478
-381
| -20% | -$79.4K | 0.04% | 240 |
|
|
2021
Q4 | $411K | Sell |
1,859
-463
| -20% | -$102K | 0.06% | 196 |
|
|
2021
Q3 | $466K | Buy |
2,322
+847
| +57% | +$170K | 0.07% | 163 |
|
|
2021
Q2 | $296K | Buy |
1,475
+1
| +0.1% | +$201 | 0.05% | 221 |
|
|
2021
Q1 | $273K | Buy |
1,474
+1
| +0.1% | +$185 | 0.05% | 234 |
|
|
2020
Q4 | $259K | Buy |
+1,473
| New | +$259K | 0.06% | 111 |
|