MWPCG
Measured Wealth Private Client Group’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Sell |
6,533
-190
| -3% | -$54.2K | 0.56% | 27 |
|
|
2025
Q1 | $1.73M | Hold |
6,723
| – | – | 0.55% | 26 |
|
|
2024
Q4 | $1.81M | Sell |
6,723
-375
| -5% | -$101K | 0.59% | 25 |
|
|
2024
Q3 | $1.87M | Hold |
7,098
| – | – | 0.63% | 24 |
|
|
2024
Q2 | $1.77M | Sell |
7,098
-5
| -0.1% | -$1.25K | 0.62% | 22 |
|
|
2024
Q1 | $1.7M | Sell |
7,103
-322
| -4% | -$77.2K | 0.59% | 23 |
|
|
2023
Q4 | $1.62M | Hold |
7,425
| – | – | 0.6% | 21 |
|
|
2023
Q3 | $1.45M | Sell |
7,425
-229
| -3% | -$44.8K | 0.58% | 22 |
|
|
2023
Q2 | $1.55M | Hold |
7,654
| – | – | 0.59% | 23 |
|
|
2023
Q1 | $1.43M | Hold |
7,654
| – | – | 0.55% | 24 |
|
|
2022
Q4 | $1.33M | Sell |
7,654
-113
| -1% | -$19.7K | 0.55% | 26 |
|
|
2022
Q3 | $1.27M | Sell |
7,767
-100
| -1% | -$16.4K | 0.56% | 27 |
|
|
2022
Q2 | $1.36M | Sell |
7,867
-826
| -10% | -$142K | 0.6% | 26 |
|
|
2022
Q1 | $1.81M | Sell |
8,693
-214
| -2% | -$44.6K | 0.67% | 20 |
|
|
2021
Q4 | $1.97M | Sell |
8,907
-25
| -0.3% | -$5.53K | 0.7% | 20 |
|
|
2021
Q3 | $1.8M | Sell |
8,932
-50
| -0.6% | -$10K | 0.69% | 25 |
|
|
2021
Q2 | $1.8M | Sell |
8,982
-22
| -0.2% | -$4.42K | 0.57% | 34 |
|
|
2021
Q1 | $1.67M | Sell |
9,004
-173
| -2% | -$32K | 0.59% | 33 |
|
|
2020
Q4 | $1.61M | Sell |
9,177
-89
| -1% | -$15.6K | 0.67% | 26 |
|
|
2020
Q3 | $1.45M | Sell |
9,266
-218
| -2% | -$34.1K | 0.7% | 22 |
|
|
2020
Q2 | $1.36M | Sell |
9,484
-319
| -3% | -$45.6K | 0.79% | 20 |
|
|
2020
Q1 | $1.16M | Hold |
9,803
| – | – | 0.9% | 19 |
|
|
2019
Q4 | $1.45M | Sell |
9,803
-996
| -9% | -$147K | 0.97% | 16 |
|
|
2019
Q3 | $1.47M | Sell |
10,799
-4,819
| -31% | -$657K | 0.95% | 22 |
|
|
2019
Q2 | $2.1M | Sell |
15,618
-315
| -2% | -$42.4K | 1.21% | 17 |
|
|
2019
Q1 | $2.07M | Sell |
15,933
-170
| -1% | -$22.1K | 1.27% | 12 |
|
|
2018
Q4 | $1.85M | Buy |
16,103
+157
| +1% | +$18K | 1.68% | 11 |
|
|
2018
Q3 | $2.13M | Buy |
15,946
+655
| +4% | +$87.5K | 1.28% | 11 |
|
|
2018
Q2 | $1.91M | Buy |
+15,291
| New | +$1.91M | 1.55% | 11 |
|
|
2017
Q3 | $1.78M | Buy |
+15,410
| New | +$1.78M | 2.43% | 12 |
|