MJRIC
Mogy Joel R Investment Counsel’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143K | Hold |
500
| – | – | 0.01% | 99 |
|
|
2025
Q1 | $129K | Hold |
500
| – | – | 0.01% | 97 |
|
|
2024
Q4 | $135K | Hold |
500
| – | – | 0.01% | 99 |
|
|
2024
Q3 | $132K | Hold |
500
| – | – | 0.01% | 103 |
|
|
2024
Q2 | $125K | Hold |
500
| – | – | 0.01% | 100 |
|
|
2024
Q1 | $120K | Sell |
500
-300
| -38% | -$71.9K | 0.01% | 105 |
|
|
2023
Q4 | $175K | Hold |
800
| – | – | 0.01% | 98 |
|
|
2023
Q3 | $157K | Hold |
800
| – | – | 0.01% | 100 |
|
|
2023
Q2 | $162K | Hold |
800
| – | – | 0.01% | 110 |
|
|
2023
Q1 | $149K | Buy |
+800
| New | +$149K | 0.01% | 113 |
|