PMFA
Plante Moran Financial Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94M | Buy |
329,513
+175,141
| +113% | +$50M | 6.61% | 4 |
|
|
2025
Q1 | $39.7M | Sell |
154,372
-6,386
| -4% | -$1.64M | 3.41% | 4 |
|
|
2024
Q4 | $43.4M | Sell |
160,758
-5,531
| -3% | -$1.49M | 3.6% | 4 |
|
|
2024
Q3 | $43.8M | Sell |
166,289
-990
| -0.6% | -$261K | 3.73% | 4 |
|
|
2024
Q2 | $41.8M | Buy |
167,279
+703
| +0.4% | +$175K | 4.18% | 5 |
|
|
2024
Q1 | $39.9M | Sell |
166,576
-2,697
| -2% | -$647K | 4.29% | 5 |
|
|
2023
Q4 | $36.9M | Sell |
169,273
-1,817
| -1% | -$396K | 3.86% | 6 |
|
|
2023
Q3 | $33.5M | Buy |
171,090
+243
| +0.1% | +$47.6K | 4.02% | 6 |
|
|
2023
Q2 | $34.6M | Buy |
170,847
+4,968
| +3% | +$1.01M | 4.1% | 6 |
|
|
2023
Q1 | $31M | Sell |
165,879
-4,996
| -3% | -$933K | 4.23% | 6 |
|
|
2022
Q4 | $29.8M | Buy |
170,875
+42,185
| +33% | +$7.35M | 4.32% | 6 |
|
|
2022
Q3 | $21M | Buy |
128,690
+35,765
| +38% | +$5.85M | 3.6% | 7 |
|
|
2022
Q2 | $16M | Buy |
92,925
+65,741
| +242% | +$11.3M | 2.68% | 8 |
|
|
2022
Q1 | $5.67M | Buy |
27,184
+25,422
| +1,443% | +$5.3M | 1.06% | 13 |
|
|
2021
Q4 | $389K | Buy |
1,762
+1,412
| +403% | +$312K | 0.06% | 111 |
|
|
2021
Q3 | $70K | Hold |
350
| – | – | 0.02% | 321 |
|
|
2021
Q2 | $70K | Hold |
350
| – | – | 0.02% | 307 |
|
|
2021
Q1 | $65K | Hold |
350
| – | – | 0.02% | 309 |
|
|
2020
Q4 | $62K | Hold |
350
| – | – | 0.02% | 316 |
|
|
2020
Q3 | $55K | Buy |
350
+152
| +77% | +$23.9K | 0.02% | 308 |
|
|
2020
Q2 | $28K | Sell |
198
-157
| -44% | -$22.2K | 0.01% | 374 |
|
|
2020
Q1 | $42K | Buy |
355
+157
| +79% | +$18.6K | 0.02% | 277 |
|
|
2019
Q4 | $29K | Sell |
198
-880
| -82% | -$129K | 0.01% | 403 |
|
|
2019
Q3 | $147K | Buy |
1,078
+226
| +27% | +$30.8K | 0.04% | 198 |
|
|
2019
Q2 | $115K | Hold |
852
| – | – | 0.04% | 206 |
|
|
2019
Q1 | $111K | Sell |
852
-192
| -18% | -$25K | 0.03% | 208 |
|
|
2018
Q4 | $120K | Buy |
1,044
+846
| +427% | +$97.2K | 0.04% | 186 |
|
|
2018
Q3 | $26K | Hold |
198
| – | – | 0.01% | 404 |
|
|
2018
Q2 | $25K | Hold |
198
| – | – | 0.01% | 445 |
|
|
2018
Q1 | $24K | Hold |
198
| – | – | 0.01% | 470 |
|
|
2017
Q4 | $24K | Hold |
198
| – | – | 0.01% | 471 |
|
|
2017
Q3 | $23K | Hold |
198
| – | – | 0.01% | 442 |
|
|
2017
Q2 | $22K | Buy |
+198
| New | +$22K | 0.01% | 460 |
|
|
2015
Q3 | – | Sell |
-1,850
| Closed | -$175K | – | 752 |
|
|
2015
Q2 | $175K | Hold |
1,850
| – | – | 0.13% | 124 |
|
|
2015
Q1 | $176K | Hold |
1,850
| – | – | 0.12% | 123 |
|
|
2014
Q4 | $175K | Hold |
1,850
| – | – | 0.13% | 117 |
|
|
2014
Q3 | $167K | Hold |
1,850
| – | – | 0.15% | 112 |
|
|
2014
Q2 | $167K | Hold |
1,850
| – | – | 0.15% | 103 |
|
|
2014
Q1 | $159K | Buy |
+1,850
| New | +$159K | 0.17% | 82 |
|