Olistico Wealth’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 | $1.56M | Sell |
5,474
-4
| -0.1% | -$1.14K | 0.87% | 24 |
|
2025
Q1 | $1.41M | Buy |
5,478
+2
| +0% | +$514 | 0.87% | 24 |
|
2024
Q4 | $1.48M | Buy |
5,476
+4
| +0.1% | +$1.08K | 0.86% | 25 |
|
2024
Q3 | $1.44M | Buy |
5,472
+2
| +0% | +$527 | 0.88% | 25 |
|
2024
Q2 | $1.37M | Hold |
5,470
| – | – | 0.87% | 27 |
|
2024
Q1 | $1.31M | Buy |
5,470
+266
| +5% | +$63.8K | 0.95% | 29 |
|
2023
Q4 | $1.14M | Buy |
5,204
+3
| +0.1% | +$654 | 0.89% | 30 |
|
2023
Q3 | $1.02M | Sell |
5,201
-24
| -0.5% | -$4.7K | 0.91% | 28 |
|
2023
Q2 | $1.06M | Sell |
5,225
-10
| -0.2% | -$2.03K | 0.91% | 29 |
|
2023
Q1 | $978K | Hold |
5,235
| – | – | 0.94% | 25 |
|
2022
Q4 | $912K | Buy |
+5,235
| New | +$912K | 0.99% | 26 |
|