Mayflower Financial 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 | $850K | Sell |
2,978
-154
| -5% | -$43.9K | 0.12% | 170 |
|
|
2025
Q1 | $805K | Buy |
3,132
+288
| +10% | +$74K | 0.12% | 163 |
|
|
2024
Q4 | $767K | Buy |
2,844
+9
| +0.3% | +$2.43K | 0.11% | 167 |
|
|
2024
Q3 | $746K | Buy |
2,835
+22
| +0.8% | +$5.79K | 0.11% | 170 |
|
|
2024
Q2 | $702K | Sell |
2,813
-2
| -0.1% | -$499 | 0.12% | 169 |
|
|
2024
Q1 | $675K | Sell |
2,815
-17
| -0.6% | -$4.08K | 0.11% | 182 |
|
|
2023
Q4 | $618K | Buy |
2,832
+236
| +9% | +$51.5K | 0.09% | 184 |
|
|
2023
Q3 | $508K | Hold |
2,596
| – | – | 0.08% | 188 |
|
|
2023
Q2 | $526K | Hold |
2,596
| – | – | 0.07% | 196 |
|
|
2023
Q1 | $485K | Hold |
2,596
| – | – | 0.06% | 204 |
|
|
2022
Q4 | $452K | Sell |
2,596
-104
| -4% | -$18.1K | 0.06% | 210 |
|
|
2022
Q3 | $442K | Sell |
2,700
-1,506
| -36% | -$247K | 0.07% | 204 |
|
|
2022
Q2 | $725K | Buy |
4,206
+251
| +6% | +$43.3K | 0.11% | 141 |
|
|
2022
Q1 | $825K | Buy |
+3,955
| New | +$825K | 0.11% | 132 |
|