MA
Mutual Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
3,631
+2,053
| +130% | +$604K | 0.03% | 484 |
|
|
2025
Q1 | $400K | Sell |
1,578
-709
| -31% | -$180K | 0.01% | 806 |
|
|
2024
Q4 | $624K | Sell |
2,287
-81
| -3% | -$22.1K | 0.02% | 630 |
|
|
2024
Q3 | $630K | Buy |
2,368
+449
| +23% | +$119K | 0.02% | 632 |
|
|
2024
Q2 | $480K | Buy |
1,919
+767
| +67% | +$192K | 0.01% | 717 |
|
|
2024
Q1 | $276K | Buy |
+1,152
| New | +$276K | 0.01% | 896 |
|
|
2023
Q4 | – | Sell |
-1,102
| Closed | -$216K | – | 1083 |
|
|
2023
Q3 | $216K | Sell |
1,102
-60
| -5% | -$11.7K | 0.01% | 892 |
|
|
2023
Q2 | $235K | Buy |
+1,162
| New | +$235K | 0.01% | 890 |
|
|
2023
Q1 | – | Sell |
-1,238
| Closed | -$216K | – | 1017 |
|
|
2022
Q4 | $216K | Buy |
+1,238
| New | +$216K | 0.01% | 846 |
|
|
2022
Q2 | – | Sell |
-1,091
| Closed | -$227K | – | 897 |
|
|
2022
Q1 | $227K | Buy |
1,091
+28
| +3% | +$5.83K | 0.01% | 793 |
|
|
2021
Q4 | $235K | Sell |
1,063
-53
| -5% | -$11.7K | 0.01% | 800 |
|
|
2021
Q3 | $224K | Buy |
+1,116
| New | +$224K | 0.01% | 786 |
|