MG
McCutchen Group’s Vanguard Large-Cap ETF VV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $877K | Buy |
5,365
+23
| +0.4% | +$3.76K | 0.19% | 20 |
|
2022
Q2 | $921K | Buy |
5,342
+21
| +0.4% | +$3.62K | 0.19% | 21 |
|
2022
Q1 | $1.11M | Buy |
5,321
+17
| +0.3% | +$3.54K | 0.19% | 20 |
|
2021
Q4 | $1.17M | Buy |
5,304
+18
| +0.3% | +$3.98K | 0.2% | 20 |
|
2021
Q3 | $1.06M | Buy |
5,286
+16
| +0.3% | +$3.22K | 0.19% | 21 |
|
2021
Q2 | $1.06M | Buy |
5,270
+17
| +0.3% | +$3.41K | 0.19% | 21 |
|
2021
Q1 | $973K | Buy |
5,253
+17
| +0.3% | +$3.15K | 0.2% | 21 |
|
2020
Q4 | $920K | Buy |
5,236
+41
| +0.8% | +$7.2K | 0.2% | 20 |
|
2020
Q3 | $813K | Buy |
5,195
+22
| +0.4% | +$3.44K | 0.2% | 20 |
|
2020
Q2 | $740K | Sell |
5,173
-339
| -6% | -$48.5K | 0.2% | 21 |
|
2020
Q1 | $653K | Hold |
5,512
| – | – | 0.2% | 21 |
|
2019
Q4 | $815K | Hold |
5,512
| – | – | 0.22% | 20 |
|
2019
Q3 | $752K | Buy |
5,512
+45
| +0.8% | +$6.14K | 0.22% | 19 |
|
2019
Q2 | $736K | Buy |
5,467
+32
| +0.6% | +$4.31K | 0.23% | 20 |
|
2019
Q1 | $706K | Hold |
5,435
| – | – | 0.24% | 20 |
|
2018
Q4 | $624K | Hold |
5,435
| – | – | 0.23% | 21 |
|
2018
Q3 | $729K | Hold |
5,435
| – | – | 0.24% | 17 |
|
2018
Q2 | $678K | Hold |
5,435
| – | – | 0.23% | 18 |
|
2018
Q1 | $659K | Hold |
5,435
| – | – | 0.23% | 18 |
|
2017
Q4 | $666K | Buy |
5,435
+25
| +0.5% | +$3.06K | 0.23% | 18 |
|
2017
Q3 | $624K | Buy |
5,410
+28
| +0.5% | +$3.23K | 0.22% | 18 |
|
2017
Q2 | $598K | Buy |
5,382
+23
| +0.4% | +$2.56K | 0.22% | 18 |
|
2017
Q1 | $579K | Buy |
5,359
+24
| +0.4% | +$2.59K | 0.23% | 16 |
|
2016
Q4 | $546K | Sell |
5,335
-222
| -4% | -$22.7K | 0.23% | 16 |
|
2016
Q3 | $551K | Buy |
5,557
+31
| +0.6% | +$3.07K | 0.23% | 16 |
|
2016
Q2 | $530K | Buy |
5,526
+24
| +0.4% | +$2.3K | 0.24% | 16 |
|
2016
Q1 | $517K | Buy |
5,502
+27
| +0.5% | +$2.54K | 0.25% | 16 |
|
2015
Q4 | $512K | Buy |
5,475
+57
| +1% | +$5.33K | 0.26% | 18 |
|
2015
Q3 | $477K | Buy |
5,418
+25
| +0.5% | +$2.2K | 0.24% | 17 |
|
2015
Q2 | $511K | Buy |
5,393
+25
| +0.5% | +$2.37K | 0.24% | 17 |
|
2015
Q1 | $511K | Hold |
5,368
| – | – | 0.25% | 15 |
|
2014
Q4 | $507K | Buy |
5,368
+52
| +1% | +$4.91K | 0.27% | 14 |
|
2014
Q3 | $481K | Buy |
5,316
+23
| +0.4% | +$2.08K | 0.28% | 13 |
|
2014
Q2 | $476K | Buy |
5,293
+23
| +0.4% | +$2.07K | 0.26% | 14 |
|
2014
Q1 | $453K | Buy |
+5,270
| New | +$453K | 0.26% | 14 |
|