Plante Moran Financial 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
Q2 | $94M | Buy |
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|
2025
Q1 | $39.7M | Sell |
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|
2024
Q4 | $43.4M | Sell |
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|
2024
Q3 | $43.8M | Sell |
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|
2024
Q2 | $41.8M | Buy |
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|
2024
Q1 | $39.9M | Sell |
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|
2023
Q4 | $36.9M | Sell |
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|
2023
Q3 | $33.5M | Buy |
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|
2023
Q2 | $34.6M | Buy |
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|
2023
Q1 | $31M | Sell |
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|
2022
Q4 | $29.8M | Buy |
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|
2022
Q3 | $21M | Buy |
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|
2022
Q2 | $16M | Buy |
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|
2022
Q1 | $5.67M | Buy |
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|
2021
Q4 | $389K | Buy |
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|
2021
Q3 | $70K | Hold |
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|
2021
Q2 | $70K | Hold |
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|
2021
Q1 | $65K | Hold |
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|
2020
Q4 | $62K | Hold |
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|
2020
Q3 | $55K | Buy |
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|
2020
Q2 | $28K | Sell |
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|
2020
Q1 | $42K | Buy |
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|
2019
Q4 | $29K | Sell |
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|
2019
Q3 | $147K | Buy |
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|
2019
Q2 | $115K | Hold |
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|
2019
Q1 | $111K | Sell |
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|
2018
Q4 | $120K | Buy |
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|
2018
Q3 | $26K | Hold |
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|
2018
Q2 | $25K | Hold |
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|
2018
Q1 | $24K | Hold |
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|
2017
Q4 | $24K | Hold |
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|
2017
Q3 | $23K | Hold |
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|
2017
Q2 | $22K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $175K | Hold |
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|
2015
Q1 | $176K | Hold |
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|
2014
Q4 | $175K | Hold |
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|
2014
Q3 | $167K | Hold |
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|
2014
Q2 | $167K | Hold |
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|
2014
Q1 | $159K | Buy |
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