MWP
MYCIO Wealth Partners’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Hold |
777
| – | – | 0.05% | 41 |
|
|
2025
Q1 | $200K | Hold |
777
| – | – | 0.05% | 44 |
|
|
2024
Q4 | $210K | Hold |
777
| – | – | 0.05% | 44 |
|
|
2024
Q3 | $205K | Hold |
777
| – | – | 0.05% | 42 |
|
|
2024
Q2 | $194K | Hold |
777
| – | – | 0.05% | 42 |
|
|
2024
Q1 | $186K | Hold |
777
| – | – | 0.05% | 43 |
|
|
2023
Q4 | $170K | Hold |
777
| – | – | 0.05% | 42 |
|
|
2023
Q3 | $152K | Hold |
777
| – | – | 0.05% | 42 |
|
|
2023
Q2 | $158K | Hold |
777
| – | – | 0.05% | 40 |
|
|
2023
Q1 | $145K | Hold |
777
| – | – | 0.05% | 41 |
|
|
2022
Q4 | $135K | Hold |
777
| – | – | 0.04% | 47 |
|
|
2022
Q3 | $127K | Hold |
777
| – | – | 0.05% | 39 |
|
|
2022
Q2 | $134K | Hold |
777
| – | – | 0.05% | 37 |
|
|
2022
Q1 | $162K | Hold |
777
| – | – | 0.05% | 43 |
|
|
2021
Q4 | $172K | Buy |
+777
| New | +$172K | 0.06% | 40 |
|
|
2021
Q3 | – | Sell |
-777
| Closed | -$156K | – | 46 |
|
|
2021
Q2 | $156K | Hold |
777
| – | – | 0.06% | 38 |
|
|
2021
Q1 | $144K | Hold |
777
| – | – | 0.06% | 37 |
|
|
2020
Q4 | $137K | Hold |
777
| – | – | 0.07% | 31 |
|
|
2020
Q3 | $122K | Hold |
777
| – | – | 0.08% | 27 |
|
|
2020
Q2 | $111K | Buy |
+777
| New | +$111K | 0.08% | 28 |
|
|
2020
Q1 | – | Sell |
-1,751
| Closed | -$259K | – | 397 |
|
|
2019
Q4 | $259K | Sell |
1,751
-70
| -4% | -$10.4K | 0.02% | 289 |
|
|
2019
Q3 | $248K | Buy |
1,821
+8
| +0.4% | +$1.09K | 0.02% | 268 |
|
|
2019
Q2 | $244K | Buy |
1,813
+116
| +7% | +$15.6K | 0.02% | 272 |
|
|
2019
Q1 | $220K | Sell |
1,697
-103
| -6% | -$13.4K | 0.02% | 265 |
|
|
2018
Q4 | $207K | Buy |
1,800
+10
| +0.6% | +$1.15K | 0.02% | 258 |
|
|
2018
Q3 | $239K | Buy |
+1,790
| New | +$239K | 0.02% | 248 |
|
|
2016
Q4 | – | Sell |
-1,532
| Closed | -$152K | – | 658 |
|
|
2016
Q3 | $152K | Buy |
1,532
+853
| +126% | +$84.6K | 0.03% | 206 |
|
|
2016
Q2 | $65K | Buy |
679
+1
| +0.1% | +$96 | 0.01% | 302 |
|
|
2016
Q1 | $64K | Buy |
678
+2
| +0.3% | +$189 | 0.01% | 290 |
|
|
2015
Q4 | $63K | Buy |
676
+144
| +27% | +$13.4K | 0.01% | 263 |
|
|
2015
Q3 | $47K | Buy |
532
+277
| +109% | +$24.5K | 0.01% | 303 |
|
|
2015
Q2 | $24K | Buy |
255
+1
| +0.4% | +$94 | ﹤0.01% | 409 |
|
|
2015
Q1 | $24K | Hold |
254
| – | – | ﹤0.01% | 379 |
|
|
2014
Q4 | $24K | Buy |
254
+2
| +0.8% | +$189 | 0.01% | 372 |
|
|
2014
Q3 | $23K | Buy |
252
+1
| +0.4% | +$91 | 0.01% | 351 |
|
|
2014
Q2 | $23K | Sell |
251
-101
| -29% | -$9.26K | 0.01% | 373 |
|
|
2014
Q1 | $30K | Buy |
352
+2
| +0.6% | +$170 | 0.01% | 325 |
|
|
2013
Q4 | $30K | Sell |
350
-52
| -13% | -$4.46K | 0.01% | 313 |
|
|
2013
Q3 | $31K | Sell |
402
-88
| -18% | -$6.79K | 0.01% | 287 |
|
|
2013
Q2 | $36K | Buy |
+490
| New | +$36K | 0.01% | 268 |
|