Riverpoint Wealth Management Holdings’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Sell |
50,574
-669
| -1% | -$191K | 3.39% | 9 |
|
|
2025
Q1 | $13.2M | Buy |
51,243
+4,632
| +10% | +$1.19M | 3.4% | 9 |
|
|
2024
Q4 | $12.6M | Buy |
46,611
+44
| +0.1% | +$11.9K | 3.28% | 9 |
|
|
2024
Q3 | $12.3M | Buy |
46,567
+106
| +0.2% | +$27.9K | 3.14% | 10 |
|
|
2024
Q2 | $11.6M | Sell |
46,461
-67
| -0.1% | -$16.7K | 3.22% | 9 |
|
|
2024
Q1 | $11.2M | Buy |
46,528
+106
| +0.2% | +$25.4K | 3.1% | 10 |
|
|
2023
Q4 | $10.1M | Buy |
46,422
+93
| +0.2% | +$20.3K | 2.98% | 11 |
|
|
2023
Q3 | $9.07M | Buy |
46,329
+70
| +0.2% | +$13.7K | 2.99% | 11 |
|
|
2023
Q2 | $9.38M | Sell |
46,259
-89
| -0.2% | -$18K | 2.97% | 11 |
|
|
2023
Q1 | $8.66M | Buy |
46,348
+17
| +0% | +$3.18K | 2.99% | 10 |
|
|
2022
Q4 | $8.07M | Buy |
46,331
+5,747
| +14% | +$1M | 2.98% | 10 |
|
|
2022
Q3 | $6.64M | Sell |
40,584
-88
| -0.2% | -$14.4K | 2.82% | 10 |
|
|
2022
Q2 | $7.01M | Buy |
40,672
+27
| +0.1% | +$4.65K | 2.82% | 10 |
|
|
2022
Q1 | $8.47M | Sell |
40,645
-222
| -0.5% | -$46.3K | 2.93% | 10 |
|
|
2021
Q4 | $9.03M | Sell |
40,867
-507
| -1% | -$112K | 3.07% | 10 |
|
|
2021
Q3 | $8.31M | Buy |
41,374
+18
| +0% | +$3.62K | 2.92% | 10 |
|
|
2021
Q2 | $8.3M | Buy |
41,356
+90
| +0.2% | +$18.1K | 2.3% | 10 |
|
|
2021
Q1 | $7.65M | Sell |
41,266
-36
| -0.1% | -$6.67K | 2.31% | 11 |
|
|
2020
Q4 | $7.26M | Sell |
41,302
-984
| -2% | -$173K | 2.29% | 12 |
|
|
2020
Q3 | $6.62M | Buy |
42,286
+63
| +0.1% | +$9.86K | 2.4% | 12 |
|
|
2020
Q2 | $6.04M | Sell |
42,223
-8,101
| -16% | -$1.16M | 2.36% | 13 |
|
|
2020
Q1 | $5.96M | Buy |
50,324
+5,210
| +12% | +$617K | 2.91% | 8 |
|
|
2019
Q4 | $6.67M | Buy |
45,114
+44
| +0.1% | +$6.51K | 2.65% | 10 |
|
|
2019
Q3 | $6.14M | Buy |
45,070
+170
| +0.4% | +$23.2K | 2.72% | 10 |
|
|
2019
Q2 | $6.05M | Buy |
44,900
+661
| +1% | +$89.1K | 2.76% | 10 |
|
|
2019
Q1 | $5.74M | Sell |
44,239
-467
| -1% | -$60.6K | 2.77% | 10 |
|
|
2018
Q4 | $5.13M | Buy |
44,706
+3,594
| +9% | +$413K | 2.85% | 10 |
|
|
2018
Q3 | $5.49M | Sell |
41,112
-313
| -0.8% | -$41.8K | 2.8% | 7 |
|
|
2018
Q2 | $5.17M | Sell |
41,425
-193
| -0.5% | -$24.1K | 2.87% | 7 |
|
|
2018
Q1 | $5.05M | Buy |
41,618
+1,753
| +4% | +$213K | 3.05% | 7 |
|
|
2017
Q4 | $4.89M | Sell |
39,865
-157
| -0.4% | -$19.2K | 3.05% | 7 |
|
|
2017
Q3 | $4.67M | Sell |
40,022
-110
| -0.3% | -$12.8K | 3.07% | 7 |
|
|
2017
Q2 | $4.47M | Buy |
40,132
+93
| +0.2% | +$10.4K | 3.14% | 8 |
|
|
2017
Q1 | $4.31M | Sell |
40,039
-494
| -1% | -$53.2K | 3.26% | 8 |
|
|
2016
Q4 | $4.21M | Buy |
+40,533
| New | +$4.21M | 3.42% | 8 |
|