PIA
Powell Investment 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 | $65K | Hold |
227
| – | – | 0.02% | 150 |
|
|
2025
Q1 | $58.4K | Hold |
227
| – | – | 0.03% | 133 |
|
|
2024
Q4 | $61.2K | Hold |
227
| – | – | 0.03% | 142 |
|
|
2024
Q3 | $59.8K | Buy |
227
+1
| +0.4% | +$264 | 0.03% | 133 |
|
|
2024
Q2 | $56.7K | Hold |
226
| – | – | 0.03% | 136 |
|
|
2024
Q1 | $54.3K | Hold |
226
| – | – | 0.03% | 137 |
|
|
2023
Q4 | $49.3K | Buy |
226
+1
| +0.4% | +$218 | 0.03% | 140 |
|
|
2023
Q3 | $44.1K | Buy |
225
+1
| +0.4% | +$196 | 0.03% | 128 |
|
|
2023
Q2 | $45.5K | Hold |
224
| – | – | 0.03% | 120 |
|
|
2023
Q1 | $41.8K | Sell |
224
-1,691
| -88% | -$316K | 0.02% | 121 |
|
|
2022
Q4 | $334K | Buy |
+1,915
| New | +$334K | 0.19% | 83 |
|
|
2022
Q3 | – | Sell |
-1,907
| Closed | -$329K | – | 143 |
|
|
2022
Q2 | $329K | Buy |
1,907
+534
| +39% | +$92.1K | 0.2% | 72 |
|
|
2022
Q1 | $286K | Buy |
1,373
+4
| +0.3% | +$833 | 0.17% | 75 |
|
|
2021
Q4 | $303K | Buy |
+1,369
| New | +$303K | 0.17% | 76 |
|
|
2021
Q3 | – | Sell |
-1,361
| Closed | -$273K | – | 130 |
|
|
2021
Q2 | $273K | Buy |
1,361
+4
| +0.3% | +$802 | 0.17% | 82 |
|
|
2021
Q1 | $251K | Buy |
+1,357
| New | +$251K | 0.16% | 85 |
|