Newton One Investments’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $431K | Sell |
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|
2025
Q2 | $410K | Hold |
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|
2025
Q1 | $370K | Hold |
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|
2024
Q4 | $388K | Hold |
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|
2024
Q3 | $379K | Hold |
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|
2024
Q2 | $359K | Hold |
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|
2024
Q1 | $345K | Hold |
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|
2023
Q4 | $314K | Sell |
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|
2023
Q3 | $712K | Buy |
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|
2023
Q2 | $734K | Buy |
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|
2023
Q1 | $674K | Buy |
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|
2022
Q4 | $626K | Hold |
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|
2022
Q3 | $588K | Hold |
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|
2022
Q2 | $620K | Hold |
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|
2022
Q1 | $750K | Hold |
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|
2021
Q4 | $795K | Buy |
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|
2021
Q3 | $720K | Sell |
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|
2021
Q2 | $722K | Sell |
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|
2021
Q1 | $694K | Buy |
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|
2020
Q4 | $656K | Buy |
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