Principle Wealth Partners’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Hold |
1,308
| – | – | 0.02% | 269 |
|
|
2025
Q1 | $336K | Hold |
1,308
| – | – | 0.02% | 273 |
|
|
2024
Q4 | $353K | Sell |
1,308
-151
| -10% | -$40.7K | 0.02% | 266 |
|
|
2024
Q3 | $384K | Sell |
1,459
-78
| -5% | -$20.5K | 0.03% | 254 |
|
|
2024
Q2 | $384K | Sell |
1,537
-226
| -13% | -$56.4K | 0.03% | 248 |
|
|
2024
Q1 | $423K | Sell |
1,763
-87
| -5% | -$20.9K | 0.03% | 240 |
|
|
2023
Q4 | $404K | Hold |
1,850
| – | – | 0.03% | 233 |
|
|
2023
Q3 | $362K | Hold |
1,850
| – | – | 0.04% | 237 |
|
|
2023
Q2 | $375K | Hold |
1,850
| – | – | 0.04% | 232 |
|
|
2023
Q1 | $346K | Hold |
1,850
| – | – | 0.04% | 233 |
|
|
2022
Q4 | $322K | Sell |
1,850
-513
| -22% | -$89.4K | 0.04% | 239 |
|
|
2022
Q3 | $386 | Buy |
2,363
+513
| +28% | +$84 | 0.04% | 207 |
|
|
2022
Q2 | $319K | Sell |
1,850
-37
| -2% | -$6.38K | 0.04% | 236 |
|
|
2022
Q1 | $393K | Buy |
1,887
+13
| +0.7% | +$2.71K | 0.04% | 230 |
|
|
2021
Q4 | $414K | Hold |
1,874
| – | – | 0.04% | 228 |
|
|
2021
Q3 | $377K | Buy |
1,874
+24
| +1% | +$4.83K | 0.04% | 229 |
|
|
2021
Q2 | $371K | Hold |
1,850
| – | – | 0.04% | 225 |
|
|
2021
Q1 | $343K | Hold |
1,850
| – | – | 0.04% | 226 |
|
|
2020
Q4 | $325K | Buy |
+1,850
| New | +$325K | 0.04% | 217 |
|
|
2020
Q3 | – | Sell |
-786
| Closed | -$112K | – | 428 |
|
|
2020
Q2 | $112K | Buy |
+786
| New | +$112K | 0.03% | 197 |
|