Patriot Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $766K | Hold |
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|
2018
Q3 | $890K | Hold |
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|
2018
Q2 | $832K | Hold |
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|
2018
Q1 | $808K | Sell |
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|
2017
Q4 | $848K | Sell |
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|
2017
Q3 | $805K | Buy |
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|
2017
Q2 | $767K | Buy |
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|
2017
Q1 | $737K | Hold |
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|
2016
Q4 | $698K | Hold |
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|
2016
Q3 | $676K | Buy |
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|
2016
Q2 | $650K | Hold |
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|
2016
Q1 | $637K | Hold |
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|
2015
Q4 | $634K | Hold |
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|
2015
Q3 | $597K | Sell |
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|
2015
Q2 | $657K | Sell |
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|
2015
Q1 | $679K | Hold |
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|
2014
Q4 | $673K | Hold |
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|
2014
Q3 | $645K | Sell |
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|
2014
Q2 | $671K | Hold |
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|
2014
Q1 | $641K | Sell |
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|
2013
Q4 | $644K | Hold |
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|
2013
Q3 | $587K | Buy |
|