RPG
Resource Planning Group’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $7.95M | Sell |
36,436
-11,580
| -24% | -$2.53M | 5.05% | 3 |
|
|
2023
Q3 | $9.4M | Sell |
48,016
-2,101
| -4% | -$411K | 7.97% | 3 |
|
|
2023
Q2 | $10.2M | Sell |
50,117
-867
| -2% | -$176K | 8.23% | 2 |
|
|
2023
Q1 | $9.52M | Sell |
50,984
-664
| -1% | -$124K | 7.74% | 3 |
|
|
2022
Q4 | $9M | Sell |
51,648
-619
| -1% | -$108K | 7.21% | 3 |
|
|
2022
Q3 | $8.55M | Sell |
52,267
-1,351
| -3% | -$221K | 7.43% | 3 |
|
|
2022
Q2 | $9.24M | Buy |
53,618
+113
| +0.2% | +$19.5K | 7.69% | 3 |
|
|
2022
Q1 | $11.2M | Sell |
53,505
-1,205
| -2% | -$251K | 8.01% | 3 |
|
|
2021
Q4 | $12.1M | Sell |
54,710
-2,961
| -5% | -$654K | 8.11% | 2 |
|
|
2021
Q3 | $11.6M | Sell |
57,671
-1,420
| -2% | -$285K | 7.28% | 2 |
|
|
2021
Q2 | $11.9M | Buy |
59,091
+1,422
| +2% | +$285K | 6.87% | 3 |
|
|
2021
Q1 | $10.7M | Buy |
57,669
+5,973
| +12% | +$1.11M | 7% | 3 |
|
|
2020
Q4 | $9.09M | Sell |
51,696
-1,405
| -3% | -$247K | 6.46% | 3 |
|
|
2020
Q3 | $8.31M | Sell |
53,101
-1,963
| -4% | -$307K | 6.3% | 4 |
|
|
2020
Q2 | $7.87M | Buy |
55,064
+9,981
| +22% | +$1.43M | 5.89% | 5 |
|
|
2020
Q1 | $5.34M | Sell |
45,083
-9,826
| -18% | -$1.16M | 4.65% | 6 |
|
|
2019
Q4 | $8.12M | Buy |
54,909
+1,241
| +2% | +$183K | 4.65% | 7 |
|
|
2019
Q3 | $7.32M | Buy |
53,668
+3,479
| +7% | +$474K | 4.28% | 7 |
|
|
2019
Q2 | $6.76M | Buy |
50,189
+3,408
| +7% | +$459K | 3.97% | 7 |
|
|
2019
Q1 | $6.07M | Buy |
46,781
+29,765
| +175% | +$3.86M | 4.01% | 6 |
|
|
2018
Q4 | $1.96M | Sell |
17,016
-475
| -3% | -$54.6K | 1.46% | 16 |
|
|
2018
Q3 | $2.34M | Buy |
+17,491
| New | +$2.34M | 1.82% | 15 |
|