PWM
PBMares 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 | $677K | Hold |
2,373
| – | – | 0.12% | 89 |
|
|
2025
Q1 | $610K | Buy |
2,373
+586
| +33% | +$151K | 0.12% | 93 |
|
|
2024
Q4 | $482K | Hold |
1,787
| – | – | 0.1% | 111 |
|
|
2024
Q3 | $470K | Buy |
1,787
+1
| +0.1% | +$263 | 0.1% | 113 |
|
|
2024
Q2 | $446K | Sell |
1,786
-1
| -0.1% | -$250 | 0.11% | 114 |
|
|
2024
Q1 | $429K | Sell |
1,787
-28
| -2% | -$6.71K | 0.11% | 117 |
|
|
2023
Q4 | $396K | Sell |
1,815
-14
| -0.8% | -$3.06K | 0.12% | 121 |
|
|
2023
Q3 | $358K | Sell |
1,829
-197
| -10% | -$38.6K | 0.13% | 119 |
|
|
2023
Q2 | $411K | Hold |
2,026
| – | – | 0.15% | 116 |
|
|
2023
Q1 | $378K | Sell |
2,026
-9
| -0.4% | -$1.68K | 0.14% | 120 |
|
|
2022
Q4 | $355K | Sell |
2,035
-55
| -3% | -$9.58K | 0.14% | 115 |
|
|
2022
Q3 | $342K | Hold |
2,090
| – | – | 0.15% | 116 |
|
|
2022
Q2 | $360K | Sell |
2,090
-648
| -24% | -$112K | 0.15% | 114 |
|
|
2022
Q1 | $571K | Sell |
2,738
-273
| -9% | -$56.9K | 0.35% | 78 |
|
|
2021
Q4 | $665K | Sell |
3,011
-17
| -0.6% | -$3.76K | 0.28% | 75 |
|
|
2021
Q3 | $608K | Buy |
3,028
+6
| +0.2% | +$1.21K | 0.29% | 75 |
|
|
2021
Q2 | $607K | Sell |
3,022
-4,188
| -58% | -$841K | 0.33% | 73 |
|
|
2021
Q1 | $1.34M | Buy |
+7,210
| New | +$1.34M | 1.09% | 22 |
|
|
2020
Q2 | – | Sell |
-2,001
| Closed | -$237K | – | 115 |
|
|
2020
Q1 | $237K | Buy |
+2,001
| New | +$237K | 0.37% | 86 |
|