PAIM
Punch & Associates Investment Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-46
| Closed | -$9.08K | – | 240 |
|
|
2023
Q3 | $9.08K | Sell |
46
-97
| -68% | -$19.2K | ﹤0.01% | 226 |
|
|
2023
Q2 | $29.1K | Hold |
143
| – | – | ﹤0.01% | 223 |
|
|
2023
Q1 | $26.8K | Hold |
143
| – | – | ﹤0.01% | 220 |
|
|
2022
Q4 | $25K | Hold |
143
| – | – | ﹤0.01% | 214 |
|
|
2022
Q3 | $23K | Hold |
143
| – | – | ﹤0.01% | 213 |
|
|
2022
Q2 | $25K | Hold |
143
| – | – | ﹤0.01% | 225 |
|
|
2022
Q1 | $30K | Buy |
143
+93
| +186% | +$19.5K | ﹤0.01% | 229 |
|
|
2021
Q4 | $11K | Buy |
+50
| New | +$11K | ﹤0.01% | 241 |
|