PP
PagnatoKarp Partners’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-12,988
| Closed | -$1.54M | – | 148 |
|
|
2020
Q1 | $1.54M | Sell |
12,988
-6,517
| -33% | -$772K | 0.38% | 40 |
|
|
2019
Q4 | $2.88M | Sell |
19,505
-2,607
| -12% | -$385K | 0.5% | 34 |
|
|
2019
Q3 | $3.02M | Buy |
22,112
+116
| +0.5% | +$15.8K | 0.6% | 32 |
|
|
2019
Q2 | $2.98M | Buy |
21,996
+79
| +0.4% | +$10.7K | 0.63% | 31 |
|
|
2019
Q1 | $2.86M | Hold |
21,917
| – | – | 0.64% | 32 |
|
|
2018
Q4 | $2.52M | Sell |
21,917
-677
| -3% | -$77.7K | 0.53% | 37 |
|
|
2018
Q3 | $3.03M | Hold |
22,594
| – | – | 0.89% | 22 |
|
|
2018
Q2 | $2.82M | Buy |
22,594
+65
| +0.3% | +$8.11K | 0.89% | 23 |
|
|
2018
Q1 | $2.73M | Buy |
22,529
+61
| +0.3% | +$7.39K | 1.15% | 20 |
|
|
2017
Q4 | $2.75M | Buy |
22,468
+67
| +0.3% | +$8.21K | 0.8% | 22 |
|
|
2017
Q3 | $2.59M | Sell |
22,401
-3,504
| -14% | -$404K | 0.66% | 22 |
|
|
2017
Q2 | $2.88M | Sell |
25,905
-25,487
| -50% | -$2.83M | 0.87% | 21 |
|
|
2017
Q1 | $5.56M | Buy |
51,392
+119
| +0.2% | +$12.9K | 1.6% | 15 |
|
|
2016
Q4 | $5.25M | Buy |
+51,273
| New | +$5.25M | 1.57% | 17 |
|