McKinley Carter Wealth Services’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 | $222K | Sell |
779
-6
| -0.8% | -$1.71K | 0.01% | 289 |
|
|
2025
Q1 | $202K | Buy |
785
+7
| +0.9% | +$1.8K | 0.01% | 295 |
|
|
2024
Q4 | $210K | Buy |
778
+2
| +0.3% | +$539 | 0.01% | 284 |
|
|
2024
Q3 | $204K | Buy |
+776
| New | +$204K | 0.01% | 300 |
|
|
2020
Q1 | – | Sell |
-779
| Closed | -$115K | – | 187 |
|
|
2019
Q4 | $115K | Buy |
+779
| New | +$115K | 0.03% | 167 |
|
|
2018
Q4 | – | Sell |
-1,525
| Closed | -$204K | – | 157 |
|
|
2018
Q3 | $204K | Buy |
+1,525
| New | +$204K | 0.06% | 156 |
|
|
2018
Q2 | – | Sell |
-1,525
| Closed | -$185K | – | 386 |
|
|
2018
Q1 | $185K | Buy |
+1,525
| New | +$185K | 0.06% | 160 |
|