Phillips Financial Management’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 | $4.96M | Buy |
17,372
+522
| +3% | +$149K | 0.36% | 51 |
|
|
2025
Q1 | $4.33M | Sell |
16,850
-236
| -1% | -$60.7K | 0.33% | 54 |
|
|
2024
Q4 | $4.61M | Sell |
17,086
-1,005
| -6% | -$271K | 0.36% | 54 |
|
|
2024
Q3 | $4.76M | Sell |
18,091
-502
| -3% | -$132K | 0.37% | 56 |
|
|
2024
Q2 | $4.64M | Buy |
18,593
+89
| +0.5% | +$22.2K | 0.38% | 55 |
|
|
2024
Q1 | $4.44M | Sell |
18,504
-192
| -1% | -$46K | 0.36% | 57 |
|
|
2023
Q4 | $4.08M | Buy |
18,696
+18
| +0.1% | +$3.93K | 0.35% | 55 |
|
|
2023
Q3 | $3.66M | Sell |
18,678
-2,501
| -12% | -$489K | 0.35% | 57 |
|
|
2023
Q2 | $4.29M | Sell |
21,179
-323
| -2% | -$65.5K | 0.4% | 52 |
|
|
2023
Q1 | $4.02M | Buy |
21,502
+28
| +0.1% | +$5.23K | 0.39% | 53 |
|
|
2022
Q4 | $3.74M | Sell |
21,474
-652
| -3% | -$114K | 0.38% | 53 |
|
|
2022
Q3 | $3.62M | Sell |
22,126
-231
| -1% | -$37.8K | 0.4% | 51 |
|
|
2022
Q2 | $3.85M | Sell |
22,357
-1,203
| -5% | -$207K | 0.42% | 47 |
|
|
2022
Q1 | $4.91M | Buy |
23,560
+755
| +3% | +$157K | 0.46% | 42 |
|
|
2021
Q4 | $5.04M | Sell |
22,805
-206
| -0.9% | -$45.5K | 0.49% | 40 |
|
|
2021
Q3 | $4.62M | Sell |
23,011
-327
| -1% | -$65.7K | 0.48% | 40 |
|
|
2021
Q2 | $4.69M | Buy |
23,338
+135
| +0.6% | +$27.1K | 0.48% | 38 |
|
|
2021
Q1 | $4.3M | Sell |
23,203
-1,073
| -4% | -$199K | 0.53% | 41 |
|
|
2020
Q4 | $4.27M | Sell |
24,276
-136
| -0.6% | -$23.9K | 0.58% | 37 |
|
|
2020
Q3 | $3.82M | Buy |
24,412
+174
| +0.7% | +$27.2K | 0.6% | 36 |
|
|
2020
Q2 | $3.47M | Buy |
24,238
+1,249
| +5% | +$179K | 0.57% | 38 |
|
|
2020
Q1 | $2.6M | Buy |
22,989
+4,796
| +26% | +$543K | 0.52% | 39 |
|
|
2019
Q4 | $2.69M | Sell |
18,193
-174
| -0.9% | -$25.7K | 0.44% | 40 |
|
|
2019
Q3 | $2.5M | Sell |
18,367
-102
| -0.6% | -$13.9K | 0.44% | 39 |
|
|
2019
Q2 | $2.51M | Buy |
18,469
+37
| +0.2% | +$5.02K | 0.46% | 39 |
|
|
2019
Q1 | $2.42M | Sell |
18,432
-155
| -0.8% | -$20.4K | 0.46% | 39 |
|
|
2018
Q4 | $2.14M | Sell |
18,587
-136
| -0.7% | -$15.6K | 0.46% | 42 |
|
|
2018
Q3 | $2.51M | Sell |
18,723
-649
| -3% | -$86.9K | 0.52% | 36 |
|
|
2018
Q2 | $2.42M | Sell |
19,372
-24
| -0.1% | -$3K | 0.51% | 37 |
|
|
2018
Q1 | $2.32M | Sell |
19,396
-210
| -1% | -$25.1K | 0.5% | 36 |
|
|
2017
Q4 | $2.46M | Sell |
19,606
-209
| -1% | -$26.3K | 0.52% | 36 |
|
|
2017
Q3 | $2.29M | Sell |
19,815
-161
| -0.8% | -$18.6K | 0.5% | 35 |
|
|
2017
Q2 | $2.27M | Sell |
19,976
-114
| -0.6% | -$13K | 0.52% | 34 |
|
|
2017
Q1 | $2.14M | Sell |
20,090
-198
| -1% | -$21.1K | 0.52% | 34 |
|
|
2016
Q4 | $2.11M | Sell |
20,288
-321
| -2% | -$33.4K | 0.53% | 34 |
|
|
2016
Q3 | $2.01M | Sell |
20,609
-188
| -0.9% | -$18.3K | 0.53% | 34 |
|
|
2016
Q2 | $2.06M | Sell |
20,797
-16
| -0.1% | -$1.58K | 0.55% | 33 |
|
|
2016
Q1 | $1.97M | Sell |
20,813
-182
| -0.9% | -$17.2K | 0.55% | 33 |
|
|
2015
Q4 | $1.81M | Sell |
20,995
-79
| -0.4% | -$6.83K | 0.55% | 33 |
|
|
2015
Q3 | $1.91M | Buy |
21,074
+500
| +2% | +$45.4K | 0.56% | 33 |
|
|
2015
Q2 | $2.01M | Sell |
20,574
-459
| -2% | -$44.9K | 0.56% | 34 |
|
|
2015
Q1 | $2.03M | Sell |
21,033
-178
| -0.8% | -$17.2K | 0.56% | 34 |
|
|
2014
Q4 | $1.97M | Buy |
21,211
+34
| +0.2% | +$3.16K | 0.56% | 36 |
|
|
2014
Q3 | $1.85M | Sell |
21,177
-364
| -2% | -$31.8K | 0.56% | 37 |
|
|
2014
Q2 | $1.94M | Sell |
21,541
-643
| -3% | -$58K | 0.58% | 38 |
|
|
2014
Q1 | $1.9M | Sell |
22,184
-2,318
| -9% | -$198K | 0.6% | 36 |
|
|
2013
Q4 | $2.06M | Sell |
24,502
-939
| -4% | -$78.9K | 0.68% | 33 |
|
|
2013
Q3 | $1.98M | Sell |
25,441
-850
| -3% | -$66.1K | 0.7% | 33 |
|
|
2013
Q2 | $2.02M | Buy |
+26,291
| New | +$2.02M | 0.74% | 33 |
|