MWM
MY Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Sell |
1,191
-81
| -6% | -$23.1K | 0.33% | 24 |
|
|
2025
Q1 | $334K | Buy |
1,272
+39
| +3% | +$10.3K | 0.32% | 21 |
|
|
2024
Q4 | $333K | Sell |
1,233
-7
| -0.6% | -$1.89K | 0.33% | 21 |
|
|
2024
Q3 | $326K | Hold |
1,240
| – | – | 0.33% | 21 |
|
|
2024
Q2 | $310K | Buy |
+1,240
| New | +$310K | 0.35% | 23 |
|
|
2024
Q1 | – | Sell |
-1,978
| Closed | -$432K | – | 30 |
|
|
2023
Q4 | $432K | Hold |
1,978
| – | – | 0.41% | 19 |
|
|
2023
Q3 | $387K | Sell |
1,978
-46
| -2% | -$9K | 0.38% | 23 |
|
|
2023
Q2 | $410K | Sell |
2,024
-121
| -6% | -$24.5K | 0.37% | 23 |
|
|
2023
Q1 | $401K | Sell |
2,145
-8
| -0.4% | -$1.49K | 0.4% | 23 |
|
|
2022
Q4 | $375K | Sell |
2,153
-83,125
| -97% | -$14.5M | 0.57% | 21 |
|
|
2022
Q3 | $13.9M | Sell |
85,278
-312
| -0.4% | -$51K | 14.96% | 1 |
|
|
2022
Q2 | $14.8M | Buy |
85,590
+137
| +0.2% | +$23.6K | 15.93% | 1 |
|
|
2022
Q1 | $17.8M | Buy |
85,453
+34,997
| +69% | +$7.3M | 16.51% | 1 |
|
|
2021
Q4 | $11.2M | Buy |
+50,456
| New | +$11.2M | 9.8% | 2 |
|