Personal Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.21M | Sell |
6,935
-556
| -7% | -$97.5K | 0.01% | 230 |
|
|
2022
Q3 | $1.23M | Buy |
7,491
+659
| +10% | +$120K | 0.01% | 228 |
|
|
2022
Q2 | $1.18M | Sell |
6,832
-117
| -2% | -$22K | 0.01% | 226 |
|
|
2022
Q1 | $1.45M | Sell |
6,949
-511
| -7% | -$105K | 0.01% | 230 |
|
|
2021
Q4 | $1.65M | Sell |
7,460
-148
| -2% | -$31.7K | 0.01% | 239 |
|
|
2021
Q3 | $1.53M | Buy |
7,608
+30
| +0.4% | +$6.2K | 0.01% | 236 |
|
|
2021
Q2 | $1.52M | Buy |
7,578
+480
| +7% | +$93.7K | 0.01% | 237 |
|
|
2021
Q1 | $1.31M | Buy |
7,098
+2,456
| +53% | +$445K | 0.01% | 242 |
|
|
2020
Q4 | $816K | Buy |
4,642
+185
| +4% | +$30.7K | 0.01% | 261 |
|
|
2020
Q3 | $697K | Buy |
4,457
+933
| +26% | +$144K | 0.01% | 262 |
|
|
2020
Q2 | $504K | Buy |
3,524
+456
| +15% | +$61.7K | ﹤0.01% | 253 |
|
|
2020
Q1 | $360K | Sell |
3,068
-1,173
| -28% | -$165K | ﹤0.01% | 269 |
|
|
2019
Q4 | $627K | Buy |
4,241
+2,045
| +93% | +$289K | 0.01% | 249 |
|
|
2019
Q3 | $299K | Sell |
2,196
-567
| -21% | -$77K | ﹤0.01% | 292 |
|
|
2019
Q2 | $372K | Buy |
2,763
+802
| +41% | +$106K | ﹤0.01% | 256 |
|
|
2019
Q1 | $255K | Buy |
+1,961
| New | +$245K | ﹤0.01% | 289 |
|
|
2018
Q4 | – | Sell |
-1,881
| Closed | -$251K | – | 326 |
|
|
2018
Q3 | $251K | Hold |
1,881
| – | – | ﹤0.01% | 264 |
|
|
2018
Q2 | $235K | Hold |
1,881
| – | – | ﹤0.01% | 260 |
|
|
2018
Q1 | $228K | Sell |
1,881
-264
| -12% | -$33.1K | ﹤0.01% | 245 |
|
|
2017
Q4 | $263K | Sell |
2,145
-199
| -8% | -$23.8K | ﹤0.01% | 215 |
|
|
2017
Q3 | $271K | Buy |
2,344
+455
| +24% | +$51.5K | 0.01% | 200 |
|
|
2017
Q2 | $210K | Buy |
+1,889
| New | +$208K | ﹤0.01% | 212 |
|
|
2016
Q1 | – | Sell |
-4,110
| Closed | -$384K | – | 173 |
|
|
2015
Q4 | $384K | Buy |
4,110
+616
| +18% | +$58K | 0.02% | 138 |
|
|
2015
Q3 | $308K | Hold |
3,494
| – | – | 0.02% | 135 |
|
|
2015
Q2 | $331K | Sell |
3,494
-40
| -1% | -$3.87K | 0.02% | 131 |
|
|
2015
Q1 | $336K | Buy |
+3,534
| New | +$336K | 0.03% | 128 |
|
Other funds holding VV
NMIFOAC
AWA
