Powell Investment 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 | $65K | Hold |
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|
2025
Q1 | $58.4K | Hold |
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|
2024
Q4 | $61.2K | Hold |
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|
2024
Q3 | $59.8K | Buy |
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|
2024
Q2 | $56.7K | Hold |
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|
2024
Q1 | $54.3K | Hold |
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|
2023
Q4 | $49.3K | Buy |
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|
2023
Q3 | $44.1K | Buy |
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|
2023
Q2 | $45.5K | Hold |
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|
2023
Q1 | $41.8K | Sell |
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|
2022
Q4 | $334K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $329K | Buy |
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|
2022
Q1 | $286K | Buy |
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|
2021
Q4 | $303K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $273K | Buy |
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|
2021
Q1 | $251K | Buy |
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