Peterson Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $712K | Sell |
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|
2025
Q2 | $659K | Hold |
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|
2025
Q1 | $535K | Sell |
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|
2024
Q4 | $659K | Buy |
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|
2024
Q3 | $633K | Sell |
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|
2024
Q2 | $610K | Sell |
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|
2024
Q1 | $607K | Sell |
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|
2023
Q4 | $555K | Sell |
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|
2023
Q3 | $570K | Sell |
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|
2023
Q2 | $592K | Sell |
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|
2023
Q1 | $651K | Buy |
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|
2022
Q4 | $499K | Buy |
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|
2022
Q3 | $464K | Buy |
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|
2022
Q2 | $451K | Hold |
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|
2022
Q1 | $545K | Sell |
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|
2021
Q4 | $626K | Sell |
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|
2021
Q3 | $615K | Sell |
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|
2021
Q2 | $617K | Buy |
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|
2021
Q1 | $560K | Hold |
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|
2020
Q4 | $531K | Hold |
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|
2020
Q3 | $473K | Buy |
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|
2020
Q2 | $233K | Buy |
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