PGWM
Parisi Gray Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $210K | Buy |
+734
| New | +$210K | 0.06% | 114 |
|
2022
Q1 | – | Sell |
-1,076
| Closed | -$238K | – | 133 |
|
2021
Q4 | $238K | Buy |
1,076
+4
| +0.4% | +$885 | 0.09% | 111 |
|
2021
Q3 | $218K | Buy |
1,072
+3
| +0.3% | +$610 | 0.09% | 120 |
|
2021
Q2 | $215K | Sell |
1,069
-23
| -2% | -$4.63K | 0.08% | 120 |
|
2021
Q1 | $202K | Buy |
+1,092
| New | +$202K | 0.08% | 120 |
|
2019
Q2 | – | Sell |
-1,088
| Closed | -$141K | – | 455 |
|
2019
Q1 | $141K | Hold |
1,088
| – | – | 0.09% | 108 |
|
2018
Q4 | $124K | Hold |
1,088
| – | – | 0.08% | 116 |
|
2018
Q3 | $146K | Hold |
1,088
| – | – | 0.09% | 118 |
|
2018
Q2 | $138K | Hold |
1,088
| – | – | 0.09% | 120 |
|
2018
Q1 | $130K | Hold |
1,088
| – | – | 0.1% | 118 |
|
2017
Q4 | $134K | Buy |
+1,088
| New | +$134K | 0.1% | 117 |
|