MWM
Merriman Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $7.69M | Sell |
28,520
-1,386
| -5% | -$374K | 0.32% | 36 |
|
|
2024
Q3 | $7.88M | Sell |
29,906
-1,302
| -4% | -$343K | 0.32% | 35 |
|
|
2024
Q2 | $7.8M | Buy |
31,208
+1,939
| +7% | +$484K | 0.34% | 32 |
|
|
2024
Q1 | $7.02M | Sell |
29,269
-463
| -2% | -$111K | 0.31% | 34 |
|
|
2023
Q4 | $6.49M | Buy |
29,732
+23,749
| +397% | +$5.18M | 0.32% | 36 |
|
|
2023
Q3 | $1.17M | Buy |
5,983
+1
| +0% | +$196 | 0.06% | 73 |
|
|
2023
Q2 | $1.21M | Sell |
5,982
-46
| -0.8% | -$9.33K | 0.06% | 91 |
|
|
2023
Q1 | $1.13M | Buy |
6,028
+48
| +0.8% | +$8.97K | 0.06% | 83 |
|
|
2022
Q4 | $1.04M | Buy |
5,980
+1
| +0% | +$174 | 0.05% | 89 |
|
|
2022
Q3 | $978K | Sell |
5,979
-64
| -1% | -$10.5K | 0.06% | 66 |
|
|
2022
Q2 | $1.04M | Buy |
6,043
+3,971
| +192% | +$684K | 0.07% | 65 |
|
|
2022
Q1 | $432K | Buy |
2,072
+1
| +0% | +$208 | 0.04% | 137 |
|
|
2021
Q4 | $458K | Buy |
2,071
+1
| +0% | +$221 | 0.03% | 150 |
|
|
2021
Q3 | $416K | Sell |
2,070
-4
| -0.2% | -$804 | 0.03% | 149 |
|
|
2021
Q2 | $416K | Buy |
2,074
+51
| +3% | +$10.2K | 0.04% | 168 |
|
|
2021
Q1 | $375K | Sell |
2,023
-100
| -5% | -$18.5K | 0.04% | 145 |
|
|
2020
Q4 | $374K | Buy |
2,123
+48
| +2% | +$8.46K | 0.04% | 159 |
|
|
2020
Q3 | $325K | Buy |
2,075
+55
| +3% | +$8.61K | 0.05% | 131 |
|
|
2020
Q2 | $289K | Buy |
2,020
+1
| +0% | +$143 | 0.05% | 136 |
|
|
2020
Q1 | $239K | Sell |
2,019
-28,101
| -93% | -$3.33M | 0.05% | 134 |
|
|
2019
Q4 | $4.45M | Buy |
30,120
+643
| +2% | +$95.1K | 0.86% | 33 |
|
|
2019
Q3 | $4.02M | Sell |
29,477
-800
| -3% | -$109K | 0.81% | 36 |
|
|
2019
Q2 | $41.1K | Sell |
30,277
-333
| -1% | -$452 | 0.79% | 37 |
|
|
2019
Q1 | $3.97M | Buy |
+30,610
| New | +$3.97M | 0.75% | 40 |
|