MA
Mezzasalma Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,159
| Closed | -$253K | – | 111 |
|
|
2023
Q4 | $253K | Buy |
1,159
+13
| +1% | +$2.84K | 0.14% | 81 |
|
|
2023
Q3 | $224K | Sell |
1,146
-13
| -1% | -$2.54K | 0.14% | 75 |
|
|
2023
Q2 | $235K | Sell |
1,159
-3
| -0.3% | -$608 | 0.14% | 81 |
|
|
2023
Q1 | $217K | Sell |
1,162
-60
| -5% | -$11.2K | 0.15% | 79 |
|
|
2022
Q4 | $213K | Sell |
1,222
-53
| -4% | -$9.23K | 0.19% | 77 |
|
|
2022
Q3 | $209K | Sell |
1,275
-548
| -30% | -$89.8K | 0.17% | 72 |
|
|
2022
Q2 | $314K | Sell |
1,823
-5
| -0.3% | -$861 | 0.27% | 58 |
|
|
2022
Q1 | $381K | Buy |
1,828
+26
| +1% | +$5.42K | 0.24% | 57 |
|
|
2021
Q4 | $398K | Buy |
1,802
+33
| +2% | +$7.29K | 0.21% | 61 |
|
|
2021
Q3 | $355K | Sell |
1,769
-7
| -0.4% | -$1.41K | 0.2% | 62 |
|
|
2021
Q2 | $357K | Sell |
1,776
-5
| -0.3% | -$1.01K | 0.2% | 62 |
|
|
2021
Q1 | $330K | Sell |
1,781
-14
| -0.8% | -$2.59K | 0.21% | 63 |
|
|
2020
Q4 | $315K | Buy |
+1,795
| New | +$315K | 0.2% | 65 |
|