Market Street Wealth Management Advisors’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 | $2.3M | Sell |
8,065
-20
| -0.2% | -$5.71K | 0.38% | 35 |
|
|
2025
Q1 | $2.08M | Sell |
8,085
-1,423
| -15% | -$366K | 0.35% | 35 |
|
|
2024
Q4 | $2.56M | Sell |
9,508
-18
| -0.2% | -$4.86K | 0.43% | 31 |
|
|
2024
Q3 | $2.51M | Sell |
9,526
-193
| -2% | -$50.8K | 0.41% | 33 |
|
|
2024
Q2 | $2.43M | Hold |
9,719
| – | – | 0.42% | 32 |
|
|
2024
Q1 | $2.33M | Sell |
9,719
-319
| -3% | -$76.5K | 0.41% | 31 |
|
|
2023
Q4 | $2.19M | Sell |
10,038
-1,759
| -15% | -$384K | 0.46% | 33 |
|
|
2023
Q3 | $2.31M | Buy |
11,797
+511
| +5% | +$100K | 0.59% | 31 |
|
|
2023
Q2 | $2.29M | Sell |
11,286
-50
| -0.4% | -$10.1K | 0.58% | 30 |
|
|
2023
Q1 | $2.12M | Sell |
11,336
-526
| -4% | -$98.3K | 0.56% | 31 |
|
|
2022
Q4 | $2.07M | Buy |
11,862
+2,209
| +23% | +$385K | 0.6% | 34 |
|
|
2022
Q3 | $1.58M | Sell |
9,653
-1,490
| -13% | -$244K | 0.5% | 45 |
|
|
2022
Q2 | $1.92M | Buy |
11,143
+504
| +5% | +$86.8K | 0.59% | 36 |
|
|
2022
Q1 | $2.22M | Buy |
+10,639
| New | +$2.22M | 0.79% | 27 |
|