MA
MBA Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Sell |
804
-1,954
| -71% | -$558K | 0.11% | 126 |
|
|
2025
Q1 | $709K | Buy |
2,758
+39
| +1% | +$10K | 0.35% | 65 |
|
|
2024
Q4 | $733K | Buy |
2,719
+71
| +3% | +$19.2K | 0.37% | 60 |
|
|
2024
Q3 | $697K | Buy |
2,648
+108
| +4% | +$28.4K | 0.33% | 64 |
|
|
2024
Q2 | $634K | Sell |
2,540
-197
| -7% | -$49.2K | 0.32% | 65 |
|
|
2024
Q1 | $656K | Buy |
2,737
+200
| +8% | +$48K | 0.34% | 65 |
|
|
2023
Q4 | $553K | Buy |
2,537
+535
| +27% | +$117K | 0.31% | 72 |
|
|
2023
Q3 | $392K | Buy |
2,002
+962
| +93% | +$188K | 0.24% | 80 |
|
|
2023
Q2 | $211K | Buy |
+1,040
| New | +$211K | 0.13% | 115 |
|
|
2022
Q2 | – | Sell |
-1,040
| Closed | -$217K | – | 152 |
|
|
2022
Q1 | $217K | Sell |
1,040
-120
| -10% | -$25K | 0.13% | 134 |
|
|
2021
Q4 | $256K | Hold |
1,160
| – | – | 0.16% | 129 |
|
|
2021
Q3 | $233K | Hold |
1,160
| – | – | 0.17% | 123 |
|
|
2021
Q2 | $233 | Hold |
1,160
| – | – | 0.11% | 124 |
|
|
2021
Q1 | $215 | Buy |
+1,160
| New | +$215 | 0.12% | 125 |
|