Pathstone Family Office’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $184M | Sell |
|
|||||
|
2023
Q2 | $191M | Sell |
|
|||||
|
2023
Q1 | $184M | Sell |
|
|||||
|
2022
Q4 | $351M | Buy |
|
|||||
|
2022
Q3 | $330M | Buy |
|
|||||
|
2022
Q2 | $178M | Buy |
|
|||||
|
2022
Q1 | $201M | Sell |
|
|||||
|
2021
Q4 | $215M | Sell |
|
|||||
|
2021
Q3 | $200M | Sell |
|
|||||
|
2021
Q2 | $201M | Sell |
|
|||||
|
2021
Q1 | $188M | Sell |
|
|||||
|
2020
Q4 | $182M | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $11K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $17K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $15K | Buy |
|
|||||
|
2017
Q2 | $15K | Hold |
|
|||||
|
2017
Q1 | $14K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $13K | Hold |
|
|||||
|
2016
Q2 | $12K | Buy |
|
|||||
|
2016
Q1 | $12K | Buy |
|
|||||
|
2015
Q4 | $12K | Buy |
|
|||||
|
2015
Q3 | $11K | Buy |
|
|||||
|
2015
Q2 | $12K | Hold |
|
|||||
|
2015
Q1 | $12K | Hold |
|
|||||
|
2014
Q4 | $12K | Buy |
|
|||||
|
2014
Q3 | $11K | Sell |
|
|||||
|
2014
Q2 | $25K | Sell |
|
|||||
|
2014
Q1 | $28K | Buy |
|
|||||
|
2013
Q4 | $27K | Buy |
|
|||||
|
2013
Q3 | $10K | Buy |
|
|||||
|
2013
Q2 | $9K | Buy |
|