PP
PDS Planning’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.74M | Sell |
16,598
-2,374
| -13% | -$677K | 0.35% | 46 |
|
|
2025
Q1 | $4.88M | Buy |
18,972
+6,424
| +51% | +$1.65M | 0.41% | 43 |
|
|
2024
Q4 | $3.38M | Buy |
12,548
+293
| +2% | +$79K | 0.3% | 50 |
|
|
2024
Q3 | $3.23M | Buy |
12,255
+18
| +0.1% | +$4.74K | 0.29% | 48 |
|
|
2024
Q2 | $3.05M | Sell |
12,237
-178
| -1% | -$44.4K | 0.31% | 45 |
|
|
2024
Q1 | $2.98M | Sell |
12,415
-84
| -0.7% | -$20.1K | 0.31% | 43 |
|
|
2023
Q4 | $2.73M | Buy |
12,499
+3,599
| +40% | +$785K | 0.31% | 44 |
|
|
2023
Q3 | $1.74M | Sell |
8,900
-49
| -0.5% | -$9.59K | 0.23% | 56 |
|
|
2023
Q2 | $1.81M | Sell |
8,949
-188
| -2% | -$38.1K | 0.23% | 56 |
|
|
2023
Q1 | $1.71M | Sell |
9,137
-623
| -6% | -$116K | 0.24% | 53 |
|
|
2022
Q4 | $1.7M | Buy |
9,760
+8,495
| +672% | +$1.48M | 0.27% | 46 |
|
|
2022
Q3 | $207K | Buy |
+1,265
| New | +$207K | 0.04% | 179 |
|