NewEdge Wealth’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 | $24.3M | Buy |
83,232
+1,507
| +2% | +$440K | 0.38% | 61 |
|
|
2025
Q1 | $21M | Buy |
81,725
+23,205
| +40% | +$5.96M | 0.38% | 71 |
|
|
2024
Q4 | $15.8M | Sell |
58,520
-182
| -0.3% | -$49.1K | 0.27% | 93 |
|
|
2024
Q3 | $15.5M | Buy |
58,702
+373
| +0.6% | +$98.2K | 0.28% | 92 |
|
|
2024
Q2 | $14.6M | Buy |
58,329
+975
| +2% | +$243K | 0.32% | 87 |
|
|
2024
Q1 | $13.3M | Buy |
57,354
+110
| +0.2% | +$25.5K | 0.3% | 91 |
|
|
2023
Q4 | $12.5M | Buy |
57,244
+48,293
| +540% | +$10.5M | 0.32% | 85 |
|
|
2023
Q3 | $1.75M | Buy |
+8,951
| New | +$1.75M | 0.06% | 280 |
|