PRW Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.08M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $6M | Sell |
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|
2022
Q4 | $29.7M | Buy |
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|
2022
Q3 | $5.51M | Sell |
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|
2022
Q2 | $6.07M | Buy |
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|
2022
Q1 | $5.09M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $203K | Sell |
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|
2021
Q1 | $4.4M | Buy |
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|
2020
Q4 | $3.29M | Sell |
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|
2020
Q3 | $3.23M | Hold |
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|
2020
Q2 | $2.95M | Buy |
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|
2020
Q1 | $1.56M | Sell |
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|
2019
Q4 | $3.3M | Buy |
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|
2019
Q3 | $2.98M | Buy |
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|
2019
Q2 | $2.9M | Hold |
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|
2019
Q1 | $2.79M | Sell |
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|
2018
Q4 | $2.59M | Buy |
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