PCS
Personal CFO Solutions’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,309
| Closed | -$608K | – | 615 |
|
|
2024
Q3 | $608K | Buy |
2,309
+20
| +0.9% | +$5.27K | 0.09% | 221 |
|
|
2024
Q2 | $571K | Hold |
2,289
| – | – | 0.09% | 226 |
|
|
2024
Q1 | $549K | Sell |
2,289
-3
| -0.1% | -$720 | 0.09% | 228 |
|
|
2023
Q4 | $500K | Buy |
2,292
+246
| +12% | +$53.7K | 0.09% | 223 |
|
|
2023
Q3 | $400K | Hold |
2,046
| – | – | 0.08% | 249 |
|
|
2023
Q2 | $415K | Hold |
2,046
| – | – | 0.08% | 248 |
|
|
2023
Q1 | $382K | Hold |
2,046
| – | – | 0.08% | 253 |
|
|
2022
Q4 | $356K | Sell |
2,046
-45
| -2% | -$7.84K | 0.08% | 258 |
|
|
2022
Q3 | $342K | Buy |
2,091
+7
| +0.3% | +$1.15K | 0.09% | 227 |
|
|
2022
Q2 | $359K | Hold |
2,084
| – | – | 0.08% | 228 |
|
|
2022
Q1 | $434K | Hold |
2,084
| – | – | 0.09% | 224 |
|
|
2021
Q4 | $461K | Sell |
2,084
-1,125
| -35% | -$249K | 0.09% | 211 |
|
|
2021
Q3 | $645K | Hold |
3,209
| – | – | 0.13% | 153 |
|
|
2021
Q2 | $644K | Hold |
3,209
| – | – | 0.13% | 149 |
|
|
2021
Q1 | $595K | Hold |
3,209
| – | – | 0.13% | 147 |
|
|
2020
Q4 | $564K | Sell |
3,209
-1,175
| -27% | -$207K | 0.14% | 136 |
|
|
2020
Q3 | $1K | Sell |
4,384
-659
| -13% | -$150 | 0.33% | 124 |
|
|
2020
Q2 | $721K | Sell |
5,043
-918
| -15% | -$131K | 0.21% | 97 |
|
|
2020
Q1 | $706K | Buy |
5,961
+91
| +2% | +$10.8K | 0.25% | 90 |
|
|
2019
Q4 | $868K | Sell |
5,870
-636
| -10% | -$94K | 0.25% | 84 |
|
|
2019
Q3 | $887K | Buy |
+6,506
| New | +$887K | 0.35% | 69 |
|