Plancorp LLC’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 | $11.2M | Hold |
39,327
| – | – | 0.39% | 28 |
|
|
2025
Q1 | $10.1M | Buy |
39,327
+33,123
| +534% | +$8.51M | 0.4% | 31 |
|
|
2024
Q4 | $1.67M | Buy |
6,204
+520
| +9% | +$140K | 0.07% | 97 |
|
|
2024
Q3 | $1.5M | Hold |
5,684
| – | – | 0.06% | 100 |
|
|
2024
Q2 | $1.42M | Hold |
5,684
| – | – | 0.06% | 100 |
|
|
2024
Q1 | $1.36M | Hold |
5,684
| – | – | 0.06% | 104 |
|
|
2023
Q4 | $1.24M | Hold |
5,684
| – | – | 0.06% | 99 |
|
|
2023
Q3 | $1.11M | Hold |
5,684
| – | – | 0.06% | 99 |
|
|
2023
Q2 | $1.15M | Hold |
5,684
| – | – | 0.06% | 98 |
|
|
2023
Q1 | $1.06M | Hold |
5,684
| – | – | 0.06% | 100 |
|
|
2022
Q4 | $990K | Hold |
5,684
| – | – | 0.06% | 97 |
|
|
2022
Q3 | $930K | Sell |
5,684
-487
| -8% | -$79.7K | 0.06% | 94 |
|
|
2022
Q2 | $1.06M | Buy |
6,171
+960
| +18% | +$166K | 0.07% | 93 |
|
|
2022
Q1 | $1.09M | Buy |
5,211
+3,800
| +269% | +$792K | 0.07% | 95 |
|
|
2021
Q4 | $312K | Hold |
1,411
| – | – | 0.02% | 195 |
|
|
2021
Q3 | $283K | Hold |
1,411
| – | – | 0.02% | 194 |
|
|
2021
Q2 | $283K | Hold |
1,411
| – | – | 0.02% | 183 |
|
|
2021
Q1 | $261K | Hold |
1,411
| – | – | 0.06% | 180 |
|
|
2020
Q4 | $248K | Buy |
+1,411
| New | +$248K | 0.06% | 178 |
|