MFA
McClarren Financial 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 | $2.66M | Sell |
9,325
-48
| -0.5% | -$13.7K | 1.73% | 15 |
|
|
2025
Q1 | $2.5M | Buy |
+9,373
| New | +$2.5M | 1.65% | 15 |
|
|
2024
Q4 | – | Sell |
-9,329
| Closed | -$5.54K | – | 320 |
|
|
2024
Q3 | $5.54K | Buy |
9,329
+6,584
| +240% | +$3.91K | 0.7% | 17 |
|
|
2024
Q2 | $2.4M | Sell |
2,745
-7,180
| -72% | -$6.29M | 1.68% | 14 |
|
|
2024
Q1 | $2.38M | Buy |
9,925
+29
| +0.3% | +$6.95K | 1.71% | 14 |
|
|
2023
Q4 | $2.16M | Buy |
9,896
+1,697
| +21% | +$370K | 1.64% | 14 |
|
|
2023
Q3 | $1.6M | Sell |
8,199
-29
| -0.4% | -$5.67K | 1.4% | 14 |
|
|
2023
Q2 | $1.67M | Buy |
8,228
+35
| +0.4% | +$7.1K | 1.38% | 14 |
|
|
2023
Q1 | $1.53M | Buy |
8,193
+711
| +10% | +$132K | 1.39% | 14 |
|
|
2022
Q4 | $1.3M | Buy |
7,482
+125
| +2% | +$21.8K | 1.24% | 17 |
|
|
2022
Q3 | $1.2M | Buy |
7,357
+2,979
| +68% | +$487K | 1.2% | 15 |
|
|
2022
Q2 | $754K | Sell |
4,378
-2,919
| -40% | -$503K | 2.41% | 13 |
|
|
2022
Q1 | $1.52M | Buy |
7,297
+17
| +0.2% | +$3.54K | 1.1% | 16 |
|
|
2021
Q4 | $1.61M | Sell |
7,280
-105
| -1% | -$23.2K | 1.1% | 16 |
|
|
2021
Q3 | $1.48M | Buy |
7,385
+23
| +0.3% | +$4.62K | 1.16% | 16 |
|
|
2021
Q2 | $1.48M | Sell |
7,362
-1,900
| -21% | -$381K | 1.2% | 15 |
|
|
2021
Q1 | $1.72M | Buy |
9,262
+31
| +0.3% | +$5.74K | 1.53% | 13 |
|
|
2020
Q4 | $1.62M | Buy |
+9,231
| New | +$1.62M | 1.56% | 13 |
|