MWM
Marietta 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 | $6.42M | Buy |
22,515
+344
| +2% | +$98.1K | 0.84% | 50 |
|
|
2025
Q1 | $5.7M | Buy |
22,171
+1,351
| +6% | +$347K | 0.84% | 58 |
|
|
2024
Q4 | $5.62M | Buy |
20,820
+174
| +0.8% | +$46.9K | 0.81% | 58 |
|
|
2024
Q3 | $5.44M | Buy |
20,646
+320
| +2% | +$84.3K | 0.79% | 59 |
|
|
2024
Q2 | $5.07M | Buy |
20,326
+9
| +0% | +$2.25K | 0.79% | 57 |
|
|
2024
Q1 | $4.87M | Buy |
20,317
+218
| +1% | +$52.3K | 0.8% | 58 |
|
|
2023
Q4 | $4.38M | Buy |
20,099
+250
| +1% | +$54.5K | 0.78% | 59 |
|
|
2023
Q3 | $3.88M | Sell |
19,849
-81
| -0.4% | -$15.9K | 0.77% | 61 |
|
|
2023
Q2 | $4.04M | Sell |
19,930
-703
| -3% | -$143K | 0.76% | 62 |
|
|
2023
Q1 | $3.85M | Sell |
20,633
-666
| -3% | -$124K | 0.82% | 57 |
|
|
2022
Q4 | $3.71M | Sell |
21,299
-343
| -2% | -$59.8K | 0.84% | 58 |
|
|
2022
Q3 | $3.54M | Buy |
21,642
+873
| +4% | +$143K | 0.88% | 53 |
|
|
2022
Q2 | $3.58M | Buy |
20,769
+981
| +5% | +$169K | 0.87% | 52 |
|
|
2022
Q1 | $4.13M | Buy |
19,788
+1,337
| +7% | +$279K | 0.86% | 52 |
|
|
2021
Q4 | $4.08M | Sell |
18,451
-568
| -3% | -$126K | 0.82% | 51 |
|
|
2021
Q3 | $3.82M | Buy |
19,019
+226
| +1% | +$45.4K | 0.83% | 52 |
|
|
2021
Q2 | $3.77M | Sell |
18,793
-18
| -0.1% | -$3.61K | 0.85% | 51 |
|
|
2021
Q1 | $3.49M | Buy |
18,811
+1,106
| +6% | +$205K | 0.87% | 51 |
|
|
2020
Q4 | $3.11M | Sell |
17,705
-90
| -0.5% | -$15.8K | 0.86% | 53 |
|
|
2020
Q3 | $2.78M | Buy |
+17,795
| New | +$2.78M | 0.87% | 54 |
|