Oak Harvest Investment Services’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 | $435K | Sell |
1,526
-91
| -6% | -$26K | 0.05% | 127 |
|
|
2025
Q1 | $416K | Buy |
1,617
+6
| +0.4% | +$1.54K | 0.06% | 112 |
|
|
2024
Q4 | $435K | Sell |
1,611
-4
| -0.2% | -$1.08K | 0.06% | 123 |
|
|
2024
Q3 | $425K | Buy |
1,615
+9
| +0.6% | +$2.37K | 0.06% | 111 |
|
|
2024
Q2 | $401K | Buy |
1,606
+10
| +0.6% | +$2.5K | 0.06% | 99 |
|
|
2024
Q1 | $383K | Buy |
1,596
+6
| +0.4% | +$1.44K | 0.06% | 103 |
|
|
2023
Q4 | $347K | Buy |
1,590
+6
| +0.4% | +$1.31K | 0.07% | 101 |
|
|
2023
Q3 | $310K | Sell |
1,584
-6
| -0.4% | -$1.17K | 0.07% | 95 |
|
|
2023
Q2 | $322K | Sell |
1,590
-131
| -8% | -$26.6K | 0.07% | 94 |
|
|
2023
Q1 | $322K | Buy |
1,721
+7
| +0.4% | +$1.31K | 0.07% | 92 |
|
|
2022
Q4 | $299K | Buy |
1,714
+8
| +0.5% | +$1.39K | 0.08% | 82 |
|
|
2022
Q3 | $279K | Buy |
1,706
+7
| +0.4% | +$1.15K | 0.07% | 80 |
|
|
2022
Q2 | $293K | Buy |
1,699
+7
| +0.4% | +$1.21K | 0.08% | 76 |
|
|
2022
Q1 | $353K | Buy |
1,692
+5
| +0.3% | +$1.04K | 0.09% | 70 |
|
|
2021
Q4 | $373K | Sell |
1,687
-54
| -3% | -$11.9K | 0.09% | 68 |
|
|
2021
Q3 | $350K | Buy |
1,741
+6
| +0.3% | +$1.21K | 0.1% | 68 |
|
|
2021
Q2 | $348K | Buy |
+1,735
| New | +$348K | 0.11% | 68 |
|