REDW Wealth’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,097
| Closed | -$1.08M | – | 166 |
|
|
2024
Q3 | $1.08M | Hold |
4,097
| – | – | 0.28% | 57 |
|
|
2024
Q2 | $1.02M | Hold |
4,097
| – | – | 0.27% | 53 |
|
|
2024
Q1 | $982K | Hold |
4,097
| – | – | 0.26% | 53 |
|
|
2023
Q4 | $894K | Hold |
4,097
| – | – | 0.26% | 54 |
|
|
2023
Q3 | $802K | Sell |
4,097
-194
| -5% | -$38K | 0.25% | 57 |
|
|
2023
Q2 | $870K | Hold |
4,291
| – | – | 0.26% | 51 |
|
|
2023
Q1 | $802K | Hold |
4,291
| – | – | 0.26% | 57 |
|
|
2022
Q4 | $747K | Hold |
4,291
| – | – | 0.26% | 50 |
|
|
2022
Q3 | $702K | Hold |
4,291
| – | – | 0.27% | 47 |
|
|
2022
Q2 | $740K | Hold |
4,291
| – | – | 0.27% | 46 |
|
|
2022
Q1 | $895K | Hold |
4,291
| – | – | 0.27% | 41 |
|
|
2021
Q4 | $948K | Hold |
4,291
| – | – | 0.28% | 38 |
|
|
2021
Q3 | $862K | Hold |
4,291
| – | – | 0.27% | 40 |
|
|
2021
Q2 | $861K | Hold |
4,291
| – | – | 0.27% | 37 |
|
|
2021
Q1 | $795K | Buy |
+4,291
| New | +$795K | 0.27% | 38 |
|