My Personal CFO LLC’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Hold |
1,391
| – | – | 0.18% | 68 |
|
|
2025
Q1 | $357K | Buy |
1,391
+2
| +0.1% | +$514 | 0.18% | 67 |
|
|
2024
Q4 | $375K | Buy |
1,389
+3
| +0.2% | +$809 | 0.19% | 68 |
|
|
2024
Q3 | $365K | Buy |
1,386
+1
| +0.1% | +$263 | 0.2% | 67 |
|
|
2024
Q2 | $346K | Hold |
1,385
| – | – | 0.18% | 76 |
|
|
2024
Q1 | $332K | Buy |
1,385
+2
| +0.1% | +$479 | 0.19% | 75 |
|
|
2023
Q4 | $302K | Buy |
+1,383
| New | +$302K | 0.2% | 78 |
|
|
2023
Q1 | – | Sell |
-931
| Closed | -$162K | – | 812 |
|
|
2022
Q4 | $162K | Buy |
+931
| New | +$162K | 0.15% | 74 |
|
|
2022
Q1 | – | Sell |
-931
| Closed | -$206K | – | 62 |
|
|
2021
Q4 | $206K | Buy |
+931
| New | +$206K | 0.18% | 60 |
|