Mosaic Family Wealth’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.74M | Sell |
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|
2021
Q3 | $3.81M | Sell |
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|
2021
Q2 | $3.82M | Sell |
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|
2021
Q1 | $3.54M | Sell |
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|
2020
Q4 | $3.45M | Sell |
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|
2020
Q3 | $3.08M | Buy |
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|
2020
Q2 | $2.79M | Buy |
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|
2020
Q1 | $1.3M | Sell |
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|
2019
Q4 | $1.75M | Buy |
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|
2019
Q3 | $1.61M | Hold |
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|
2019
Q2 | $1.59M | Sell |
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|
2019
Q1 | $1.67M | Sell |
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|
2018
Q4 | $1.48M | Sell |
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|
2018
Q3 | $1.86M | Sell |
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|
2018
Q2 | $2.02M | Sell |
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|
2018
Q1 | $2.24M | Buy |
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|
2017
Q4 | $2.26M | Buy |
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