Perigon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.48M | Buy |
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|
2025
Q2 | $1.2M | Sell |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $980K | Hold |
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|
2024
Q3 | $947K | Buy |
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|
2024
Q2 | $783K | Buy |
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|
2024
Q1 | $750K | Sell |
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|
2023
Q4 | $858K | Buy |
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|
2023
Q3 | $752K | Sell |
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|
2023
Q2 | $824K | Buy |
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|
2023
Q1 | $723K | Sell |
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|
2022
Q4 | $755K | Buy |
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|
2022
Q3 | $704K | Buy |
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|
2022
Q2 | $741K | Buy |
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|
2022
Q1 | $639K | Hold |
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|
2021
Q4 | $678K | Buy |
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|
2021
Q3 | $603K | Hold |
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|
2021
Q2 | $603K | Sell |
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|
2021
Q1 | $562K | Sell |
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|
2020
Q4 | $578K | Hold |
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|
2020
Q3 | $515K | Sell |
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|
2020
Q2 | $542K | Buy |
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|
2020
Q1 | $459K | Buy |
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|
2019
Q4 | $419K | Buy |
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|
2019
Q3 | $372K | Sell |
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|
2019
Q2 | $397K | Hold |
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|
2019
Q1 | $395K | Buy |
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|
2018
Q4 | $360K | Sell |
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|
2018
Q3 | $448K | Sell |
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|
2018
Q2 | $426K | Buy |
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|
2018
Q1 | $351K | Sell |
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|
2017
Q4 | $415K | Buy |
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|
2017
Q3 | $141K | Sell |
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|
2017
Q2 | $219K | Buy |
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|
2017
Q1 | $211K | Buy |
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|
2016
Q4 | $211K | Buy |
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|
2016
Q3 | $130K | Sell |
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|
2016
Q2 | $133K | Buy |
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