PP
Prosperity Planning’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Sell |
1,471
-26
| -2% | -$7.42K | 0.12% | 80 |
|
|
2025
Q1 | $385K | Hold |
1,497
| – | – | 0.12% | 79 |
|
|
2024
Q4 | $404K | Sell |
1,497
-59
| -4% | -$15.9K | 0.13% | 75 |
|
|
2024
Q3 | $410K | Buy |
1,556
+9
| +0.6% | +$2.37K | 0.13% | 76 |
|
|
2024
Q2 | $386K | Hold |
1,547
| – | – | 0.13% | 78 |
|
|
2024
Q1 | $371K | Sell |
1,547
-89
| -5% | -$21.3K | 0.13% | 77 |
|
|
2023
Q4 | $357K | Sell |
1,636
-64
| -4% | -$14K | 0.13% | 77 |
|
|
2023
Q3 | $333K | Sell |
1,700
-35
| -2% | -$6.85K | 0.14% | 72 |
|
|
2023
Q2 | $352K | Sell |
1,735
-220
| -11% | -$44.6K | 0.15% | 71 |
|
|
2023
Q1 | $365K | Hold |
1,955
| – | – | 0.16% | 71 |
|
|
2022
Q4 | $341K | Hold |
1,955
| – | – | 0.17% | 67 |
|
|
2022
Q3 | $320K | Sell |
1,955
-142
| -7% | -$23.2K | 0.17% | 70 |
|
|
2022
Q2 | $343K | Hold |
2,097
| – | – | 0.18% | 62 |
|
|
2022
Q1 | $432K | Hold |
2,097
| – | – | 0.21% | 57 |
|
|
2021
Q4 | $463K | Hold |
2,097
| – | – | 0.23% | 56 |
|
|
2021
Q3 | $421K | Sell |
2,097
-175
| -8% | -$35.1K | 0.23% | 57 |
|
|
2021
Q2 | $456K | Sell |
2,272
-86
| -4% | -$17.3K | 0.28% | 50 |
|
|
2021
Q1 | $437K | Sell |
2,358
-217
| -8% | -$40.2K | 0.31% | 51 |
|
|
2020
Q4 | $453K | Buy |
+2,575
| New | +$453K | 0.38% | 44 |
|