Physician Wealth Advisors’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 | $1.1M | Hold |
3,868
| – | – | 0.17% | 65 |
|
|
2025
Q1 | $994K | Buy |
3,868
+9
| +0.2% | +$2.31K | 0.17% | 65 |
|
|
2024
Q4 | $1.04M | Sell |
3,859
-110
| -3% | -$29.7K | 0.18% | 66 |
|
|
2024
Q3 | $1.06M | Sell |
3,969
-485
| -11% | -$129K | 0.19% | 62 |
|
|
2024
Q2 | $1.15M | Buy |
4,454
+145
| +3% | +$37.6K | 0.21% | 62 |
|
|
2024
Q1 | $995K | Sell |
4,309
-7
| -0.2% | -$1.62K | 0.21% | 64 |
|
|
2023
Q4 | $959K | Buy |
4,316
+73
| +2% | +$16.2K | 0.21% | 61 |
|
|
2023
Q3 | $841K | Hold |
4,243
| – | – | 0.22% | 59 |
|
|
2023
Q2 | $862K | Buy |
4,243
+10
| +0.2% | +$2.03K | 0.21% | 57 |
|
|
2023
Q1 | $800K | Sell |
4,233
-63
| -1% | -$11.9K | 0.21% | 57 |
|
|
2022
Q4 | $784K | Buy |
4,296
+8
| +0.2% | +$1.46K | 0.21% | 58 |
|
|
2022
Q3 | $740K | Buy |
4,288
+1
| +0% | +$173 | 0.23% | 59 |
|
|
2022
Q2 | $805K | Buy |
4,287
+3
| +0.1% | +$563 | 0.23% | 58 |
|
|
2022
Q1 | $843K | Sell |
4,284
-154
| -3% | -$30.3K | 0.22% | 59 |
|
|
2021
Q4 | $957K | Hold |
4,438
| – | – | 0.25% | 55 |
|
|
2021
Q3 | $928K | Hold |
4,438
| – | – | 0.26% | 55 |
|
|
2021
Q2 | $906K | Buy |
4,438
+1
| +0% | +$204 | 0.26% | 52 |
|
|
2021
Q1 | $843K | Hold |
4,437
| – | – | 0.27% | 54 |
|
|
2020
Q4 | $818K | Buy |
4,437
+134
| +3% | +$24.7K | 0.28% | 52 |
|
|
2020
Q3 | $663K | Sell |
4,303
-14
| -0.3% | -$2.16K | 0.27% | 51 |
|
|
2020
Q2 | $672K | Buy |
4,317
+468
| +12% | +$72.9K | 0.27% | 56 |
|
|
2020
Q1 | $495K | Buy |
3,849
+629
| +20% | +$80.9K | 0.25% | 55 |
|
|
2019
Q4 | $485K | Hold |
3,220
| – | – | 0.22% | 61 |
|
|
2019
Q3 | $464K | Buy |
+3,220
| New | +$464K | 0.23% | 60 |
|