RIM
Rockbridge Investment Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Buy |
1,666
+27
| +2% | +$7.7K | 0.05% | 91 |
|
|
2025
Q1 | $421K | Sell |
1,639
-17
| -1% | -$4.37K | 0.05% | 93 |
|
|
2024
Q4 | $447K | Buy |
1,656
+15
| +0.9% | +$4.05K | 0.06% | 92 |
|
|
2024
Q3 | $432K | Sell |
1,641
-223
| -12% | -$58.7K | 0.06% | 89 |
|
|
2024
Q2 | $465K | Hold |
1,864
| – | – | 0.07% | 80 |
|
|
2024
Q1 | $447K | Sell |
1,864
-797
| -30% | -$191K | 0.07% | 80 |
|
|
2023
Q4 | $580K | Hold |
2,661
| – | – | 0.09% | 68 |
|
|
2023
Q3 | $521K | Sell |
2,661
-126
| -5% | -$24.7K | 0.09% | 69 |
|
|
2023
Q2 | $565K | Buy |
2,787
+13
| +0.5% | +$2.64K | 0.1% | 66 |
|
|
2023
Q1 | $518K | Buy |
2,774
+8
| +0.3% | +$1.49K | 0.1% | 67 |
|
|
2022
Q4 | $482K | Buy |
2,766
+10
| +0.4% | +$1.74K | 0.1% | 70 |
|
|
2022
Q3 | $451K | Buy |
2,756
+5
| +0.2% | +$818 | 0.11% | 67 |
|
|
2022
Q2 | $474K | Sell |
2,751
-1,533
| -36% | -$264K | 0.1% | 61 |
|
|
2022
Q1 | $896K | Sell |
4,284
-111
| -3% | -$23.2K | 0.14% | 71 |
|
|
2021
Q4 | $971K | Buy |
4,395
+2,234
| +103% | +$494K | 0.14% | 68 |
|
|
2021
Q3 | $434K | Buy |
2,161
+1
| +0% | +$201 | 0.07% | 104 |
|
|
2021
Q2 | $434K | Sell |
2,160
-53
| -2% | -$10.6K | 0.07% | 105 |
|
|
2021
Q1 | $410K | Buy |
2,213
+193
| +10% | +$35.8K | 0.08% | 103 |
|
|
2020
Q4 | $355K | Buy |
2,020
+2
| +0.1% | +$351 | 0.07% | 109 |
|
|
2020
Q3 | $316K | Sell |
2,018
-339
| -14% | -$53.1K | 0.07% | 109 |
|
|
2020
Q2 | $337K | Buy |
+2,357
| New | +$337K | 0.09% | 95 |
|