RWPA
Richard W. Paul & Associates’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,098
| Closed | -$296K | – | 509 |
|
|
2024
Q4 | $296K | Hold |
1,098
| – | – | 0.11% | 149 |
|
|
2024
Q3 | $289K | Hold |
1,098
| – | – | 0.1% | 152 |
|
|
2024
Q2 | $274K | Hold |
1,098
| – | – | 0.11% | 151 |
|
|
2024
Q1 | $263K | Buy |
+1,098
| New | +$263K | 0.11% | 159 |
|
|
2023
Q4 | – | Sell |
-1,098
| Closed | -$215K | – | 540 |
|
|
2023
Q3 | $215K | Hold |
1,098
| – | – | 0.1% | 154 |
|
|
2023
Q2 | $223K | Hold |
1,098
| – | – | 0.1% | 165 |
|
|
2023
Q1 | $205K | Hold |
1,098
| – | – | 0.09% | 164 |
|
|
2022
Q4 | $191K | Buy |
+1,098
| New | +$191K | 0.1% | 172 |
|