Orin Green Financial’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 | $8.86M | Sell |
31,067
-404
| -1% | -$115K | 3.75% | 8 |
|
|
2025
Q1 | $7.44M | Buy |
+31,471
| New | +$7.44M | 3.51% | 8 |
|
|
2024
Q4 | – | Sell |
-30,960
| Closed | -$8.15M | – | 7 |
|
|
2024
Q3 | $8.15M | Sell |
30,960
-1,826
| -6% | -$481K | 3.51% | 8 |
|
|
2024
Q2 | $8.18M | Buy |
+32,786
| New | +$8.18M | 3.77% | 8 |
|
|
2024
Q1 | – | Sell |
-38,123
| Closed | -$8.32M | – | 8 |
|
|
2023
Q4 | $8.32M | Sell |
38,123
-138
| -0.4% | -$30.1K | 4.1% | 7 |
|
|
2023
Q3 | $7.49M | Sell |
38,261
-2,198
| -5% | -$430K | 4.16% | 8 |
|
|
2023
Q2 | $8.2M | Sell |
40,459
-82
| -0.2% | -$16.6K | 4.29% | 7 |
|
|
2023
Q1 | $7.57M | Sell |
40,541
-1,283
| -3% | -$240K | 4.1% | 8 |
|
|
2022
Q4 | $7.29M | Buy |
41,824
+1,066
| +3% | +$186K | 4.28% | 8 |
|
|
2022
Q3 | $6.67M | Buy |
40,758
+31
| +0.1% | +$5.07K | 4.33% | 8 |
|
|
2022
Q2 | $7.14M | Buy |
40,727
+12,045
| +42% | +$2.11M | 4.46% | 9 |
|
|
2022
Q1 | $5.98M | Buy |
28,682
+886
| +3% | +$185K | 3.9% | 7 |
|
|
2021
Q4 | $5.78M | Sell |
27,796
-1,229
| -4% | -$255K | 4.19% | 7 |
|
|
2021
Q3 | $5.83M | Buy |
29,025
+827
| +3% | +$166K | 4.07% | 8 |
|
|
2021
Q2 | $5.66M | Buy |
28,198
+2,541
| +10% | +$510K | 4% | 8 |
|
|
2021
Q1 | $4.75M | Buy |
25,657
+95
| +0.4% | +$17.6K | 3.87% | 8 |
|
|
2020
Q4 | $4.49M | Buy |
+25,562
| New | +$4.49M | 3.57% | 8 |
|