Petix & Botte Financial’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Sell |
2,008
-522
| -21% | -$149K | 0.14% | 79 |
|
|
2025
Q1 | $650K | Sell |
2,530
-220
| -8% | -$56.5K | 0.17% | 73 |
|
|
2024
Q4 | $742K | Hold |
2,750
| – | – | 0.2% | 70 |
|
|
2024
Q3 | $724K | Sell |
2,750
-232
| -8% | -$61.1K | 0.19% | 63 |
|
|
2024
Q2 | $744K | Sell |
2,982
-18,616
| -86% | -$4.65M | 0.21% | 61 |
|
|
2024
Q1 | $5.18M | Buy |
21,598
+18,110
| +519% | +$4.34M | 1.29% | 23 |
|
|
2023
Q4 | $761K | Buy |
3,488
+2
| +0.1% | +$436 | 0.22% | 56 |
|
|
2023
Q3 | $682K | Hold |
3,486
| – | – | 0.22% | 55 |
|
|
2023
Q2 | $707K | Buy |
3,486
+1,743
| +100% | +$353K | 0.22% | 54 |
|
|
2023
Q1 | $326K | Buy |
+1,743
| New | +$326K | 0.22% | 57 |
|
|
2022
Q3 | $344K | Sell |
2,106
-101
| -5% | -$16.5K | 0.26% | 55 |
|
|
2022
Q2 | $380K | Sell |
2,207
-2,427
| -52% | -$418K | 0.28% | 51 |
|
|
2022
Q1 | $966K | Buy |
4,634
+2,297
| +98% | +$479K | 0.3% | 47 |
|
|
2021
Q4 | $516K | Sell |
2,337
-3,483
| -60% | -$769K | 0.33% | 48 |
|
|
2021
Q3 | $1.17M | Buy |
5,820
+2,810
| +93% | +$564K | 0.4% | 41 |
|
|
2021
Q2 | $604K | Hold |
3,010
| – | – | 0.42% | 42 |
|
|
2021
Q1 | $558K | Buy |
3,010
+208
| +7% | +$38.6K | 0.41% | 42 |
|
|
2020
Q4 | $492K | Sell |
2,802
-753
| -21% | -$132K | 0.37% | 48 |
|
|
2020
Q3 | $556K | Sell |
3,555
-3,585
| -50% | -$561K | 0.44% | 41 |
|
|
2020
Q2 | $511K | Buy |
7,140
+3,570
| +100% | +$256K | 0.42% | 41 |
|
|
2020
Q1 | $423K | Buy |
3,570
+35
| +1% | +$4.15K | 0.41% | 43 |
|
|
2019
Q4 | $523K | Buy |
+3,535
| New | +$523K | 0.41% | 49 |
|