Prime Capital Investment Advisors’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 | $275K | Buy |
963
+76
| +9% | +$21.7K | ﹤0.01% | 791 |
|
|
2025
Q1 | $228K | Sell |
887
-270
| -23% | -$69.4K | ﹤0.01% | 932 |
|
|
2024
Q4 | $312K | Buy |
1,157
+295
| +34% | +$79.6K | ﹤0.01% | 717 |
|
|
2024
Q3 | $227K | Sell |
862
-33
| -4% | -$8.69K | ﹤0.01% | 819 |
|
|
2024
Q2 | $223K | Sell |
895
-106
| -11% | -$26.5K | ﹤0.01% | 819 |
|
|
2024
Q1 | $240K | Buy |
1,001
+84
| +9% | +$20.1K | ﹤0.01% | 853 |
|
|
2023
Q4 | $200K | Buy |
+917
| New | +$200K | ﹤0.01% | 883 |
|
|
2022
Q4 | – | Sell |
-2,480
| Closed | -$406K | – | 543 |
|
|
2022
Q3 | $406K | Hold |
2,480
| – | – | 0.02% | 260 |
|
|
2022
Q2 | $427K | Hold |
2,480
| – | – | 0.03% | 249 |
|
|
2022
Q1 | $548K | Hold |
2,480
| – | – | 0.03% | 229 |
|
|
2021
Q4 | $548K | Buy |
+2,480
| New | +$548K | 0.03% | 231 |
|
|
2021
Q3 | – | Sell |
-2,480
| Closed | -$498K | – | 392 |
|
|
2021
Q2 | $498K | Buy |
+2,480
| New | +$498K | 0.03% | 246 |
|