Oxford Financial Group’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 | $2.1M | Hold |
7,352
| – | – | 0.12% | 56 |
|
|
2025
Q1 | $1.89M | Hold |
7,352
| – | – | 0.13% | 55 |
|
|
2024
Q4 | $1.98M | Sell |
7,352
-1,051
| -13% | -$283K | 0.13% | 57 |
|
|
2024
Q3 | $2.21M | Sell |
8,403
-644
| -7% | -$170K | 0.14% | 53 |
|
|
2024
Q2 | $2.26M | Hold |
9,047
| – | – | 0.15% | 55 |
|
|
2024
Q1 | $2.17M | Hold |
9,047
| – | – | 0.15% | 46 |
|
|
2023
Q4 | $1.97M | Buy |
9,047
+644
| +8% | +$140K | 0.14% | 48 |
|
|
2023
Q3 | $1.64M | Buy |
8,403
+7,352
| +700% | +$1.44M | 0.14% | 50 |
|
|
2023
Q2 | $213K | Hold |
1,051
| – | – | 0.02% | 220 |
|
|
2023
Q1 | $196K | Hold |
1,051
| – | – | 0.02% | 190 |
|
|
2022
Q4 | $183K | Hold |
1,051
| – | – | 0.02% | 189 |
|
|
2022
Q3 | $172K | Hold |
1,051
| – | – | 0.03% | 171 |
|
|
2022
Q2 | $181K | Hold |
1,051
| – | – | 0.03% | 185 |
|
|
2022
Q1 | $219K | Hold |
1,051
| – | – | 0.03% | 181 |
|
|
2021
Q4 | $232K | Hold |
1,051
| – | – | 0.03% | 185 |
|
|
2021
Q3 | $211K | Hold |
1,051
| – | – | 0.03% | 175 |
|
|
2021
Q2 | $211K | Hold |
1,051
| – | – | 0.03% | 170 |
|
|
2021
Q1 | $195K | Hold |
1,051
| – | – | 0.03% | 171 |
|
|
2020
Q4 | $185K | Hold |
1,051
| – | – | 0.03% | 168 |
|
|
2020
Q3 | $164K | Hold |
1,051
| – | – | 0.03% | 157 |
|
|
2020
Q2 | $150K | Hold |
1,051
| – | – | 0.03% | 156 |
|
|
2020
Q1 | $124K | Buy |
+1,051
| New | +$124K | 0.02% | 161 |
|