OHWA
Oak Hill Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.6M | Sell |
96,550
-1,971
| -2% | -$564K | 5.73% | 5 |
|
|
2025
Q1 | $25.3M | Sell |
98,521
-2,290
| -2% | -$589K | 5.87% | 4 |
|
|
2024
Q4 | $27.2M | Buy |
+100,811
| New | +$27.2M | 6.48% | 3 |
|
|
2024
Q3 | – | Sell |
-236,699
| Closed | -$59.1M | – | 111 |
|
|
2024
Q2 | $59.1M | Buy |
+236,699
| New | +$59.1M | 17.91% | 1 |
|
|
2024
Q1 | – | Sell |
-254,116
| Closed | -$55.4M | – | 101 |
|
|
2023
Q4 | $55.4M | Buy |
254,116
+1,456
| +0.6% | +$318K | 19.08% | 1 |
|
|
2023
Q3 | $49.4M | Buy |
252,660
+6,545
| +3% | +$1.28M | 19.06% | 1 |
|
|
2023
Q2 | $49.9M | Buy |
246,115
+4,764
| +2% | +$966K | 18.41% | 1 |
|
|
2023
Q1 | $45.1M | Buy |
241,351
+8,842
| +4% | +$1.65M | 17.77% | 1 |
|
|
2022
Q4 | $40.5M | Buy |
+232,509
| New | +$40.5M | 16.73% | 1 |
|