NCM
Novare Capital 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 | $662K | Sell |
2,320
-100
| -4% | -$28.5K | 0.05% | 132 |
|
|
2025
Q1 | $622K | Sell |
2,420
-48
| -2% | -$12.3K | 0.05% | 134 |
|
|
2024
Q4 | $666K | Sell |
2,468
-75
| -3% | -$20.2K | 0.06% | 130 |
|
|
2024
Q3 | $670K | Sell |
2,543
-7
| -0.3% | -$1.84K | 0.06% | 130 |
|
|
2024
Q2 | $637K | Hold |
2,550
| – | – | 0.06% | 126 |
|
|
2024
Q1 | $611K | Buy |
2,550
+560
| +28% | +$134K | 0.06% | 126 |
|
|
2023
Q4 | $434K | Hold |
1,990
| – | – | 0.04% | 130 |
|
|
2023
Q3 | $389K | Sell |
1,990
-100
| -5% | -$19.6K | 0.04% | 133 |
|
|
2023
Q2 | $424K | Sell |
2,090
-15
| -0.7% | -$3.04K | 0.05% | 133 |
|
|
2023
Q1 | $393K | Buy |
2,105
+350
| +20% | +$65.4K | 0.04% | 134 |
|
|
2022
Q4 | $306K | Buy |
+1,755
| New | +$306K | 0.04% | 147 |
|