PFS
Prospera Financial Services’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Sell |
9,440
-1,681
| -15% | -$480K | 0.05% | 384 |
|
|
2025
Q1 | $2.86M | Sell |
11,121
-239
| -2% | -$61.5K | 0.07% | 306 |
|
|
2024
Q4 | $3.07M | Sell |
11,360
-241
| -2% | -$65K | 0.07% | 281 |
|
|
2024
Q3 | $3.06M | Sell |
11,601
-1
| -0% | -$264 | 0.08% | 266 |
|
|
2024
Q2 | $2.9M | Sell |
11,602
-21
| -0.2% | -$5.25K | 0.08% | 264 |
|
|
2024
Q1 | $2.79M | Sell |
11,623
-55
| -0.5% | -$13.2K | 0.08% | 270 |
|
|
2023
Q4 | $2.55M | Sell |
11,678
-705
| -6% | -$154K | 0.08% | 269 |
|
|
2023
Q3 | $2.43M | Buy |
12,383
+2,431
| +24% | +$476K | 0.09% | 235 |
|
|
2023
Q2 | $2.02M | Sell |
9,952
-134
| -1% | -$27.2K | 0.08% | 266 |
|
|
2023
Q1 | $1.89M | Buy |
10,086
+104
| +1% | +$19.5K | 0.08% | 278 |
|
|
2022
Q4 | $1.74M | Sell |
9,982
-1,492
| -13% | -$260K | 0.09% | 253 |
|
|
2022
Q3 | $1.88M | Buy |
11,474
+2,525
| +28% | +$414K | 0.1% | 239 |
|
|
2022
Q2 | $1.54M | Sell |
8,949
-3,383
| -27% | -$584K | 0.08% | 284 |
|
|
2022
Q1 | $2.57M | Sell |
12,332
-3
| -0% | -$626 | 0.11% | 229 |
|
|
2021
Q4 | $2.73M | Buy |
12,335
+790
| +7% | +$175K | 0.12% | 206 |
|
|
2021
Q3 | $2.32M | Buy |
11,545
+204
| +2% | +$41K | 0.12% | 212 |
|
|
2021
Q2 | $2.28M | Sell |
11,341
-792
| -7% | -$159K | 0.11% | 220 |
|
|
2021
Q1 | $2.25M | Sell |
12,133
-628
| -5% | -$116K | 0.13% | 190 |
|
|
2020
Q4 | $2.25M | Buy |
12,761
+9,572
| +300% | +$1.68M | 0.15% | 163 |
|
|
2020
Q3 | $499K | Sell |
3,189
-10,495
| -77% | -$1.64M | 0.19% | 99 |
|
|
2020
Q2 | $1.96M | Sell |
13,684
-1,391
| -9% | -$199K | 0.17% | 161 |
|
|
2020
Q1 | $1.79M | Sell |
15,075
-403
| -3% | -$47.7K | 0.19% | 128 |
|
|
2019
Q4 | $2.29M | Buy |
15,478
+933
| +6% | +$138K | 0.18% | 140 |
|
|
2019
Q3 | $1.98M | Buy |
14,545
+11,063
| +318% | +$1.51M | 0.2% | 104 |
|
|
2019
Q2 | $473K | Buy |
+3,482
| New | +$473K | 0.05% | 296 |
|
|
2019
Q1 | – | Sell |
-2,608
| Closed | -$302K | – | 444 |
|
|
2018
Q4 | $302K | Buy |
2,608
+34
| +1% | +$3.94K | 0.06% | 279 |
|
|
2018
Q3 | $335K | Buy |
2,574
+395
| +18% | +$51.4K | 0.06% | 288 |
|
|
2018
Q2 | $273K | Sell |
2,179
-4,068
| -65% | -$510K | 0.04% | 369 |
|
|
2018
Q1 | $757K | Buy |
6,247
+3,985
| +176% | +$483K | 0.11% | 178 |
|
|
2017
Q4 | $280K | Buy |
+2,262
| New | +$280K | 0.04% | 325 |
|
|
2016
Q4 | – | Sell |
-5,850
| Closed | -$580K | – | 421 |
|
|
2016
Q3 | $580K | Buy |
+5,850
| New | +$580K | 0.12% | 163 |
|