Oakworth Capital’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
Q2 | $980K | Hold |
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2025
Q1 | $883K | Hold |
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2024
Q4 | $926K | Hold |
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2024
Q3 | $904K | Hold |
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2024
Q2 | $857K | Hold |
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2024
Q1 | $824K | Hold |
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2023
Q4 | $749K | Sell |
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2023
Q3 | $673K | Sell |
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2023
Q2 | $698K | Sell |
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2023
Q1 | $644K | Hold |
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2022
Q4 | $600K | Hold |
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2022
Q3 | $563K | Hold |
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2022
Q2 | $594K | Hold |
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2022
Q1 | $719K | Hold |
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2021
Q4 | $762K | Hold |
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2021
Q3 | $693K | Hold |
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2021
Q2 | $692K | Sell |
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2021
Q1 | $954K | Hold |
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2020
Q4 | $905K | Sell |
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2020
Q3 | $812K | Hold |
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2020
Q2 | $742K | Hold |
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2020
Q1 | $615K | Hold |
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2019
Q4 | $774K | Sell |
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2019
Q3 | $712K | Hold |
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2019
Q2 | $704K | Sell |
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2019
Q1 | $833K | Hold |
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2018
Q4 | $737K | Hold |
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2018
Q3 | $857K | Hold |
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2018
Q2 | $801K | Hold |
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2018
Q1 | $781K | Hold |
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2017
Q4 | $781K | Hold |
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2017
Q3 | $729K | Hold |
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2017
Q2 | $712K | Hold |
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2017
Q1 | $694K | Buy |
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2016
Q4 | $633K | Buy |
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2016
Q3 | $507K | Hold |
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2016
Q2 | $491K | Hold |
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2016
Q1 | $481K | Buy |
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2015
Q4 | $386K | Buy |
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