Rockwood Wealth Management’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 | $768K | Hold |
2,690
| – | – | 0.07% | 49 |
|
|
2025
Q1 | $692K | Hold |
2,690
| – | – | 0.07% | 44 |
|
|
2024
Q4 | $728K | Sell |
2,690
-96
| -3% | -$26K | 0.08% | 41 |
|
|
2024
Q3 | $734K | Buy |
2,786
+451
| +19% | +$119K | 0.08% | 41 |
|
|
2024
Q2 | $583K | Hold |
2,335
| – | – | 0.07% | 46 |
|
|
2024
Q1 | $560K | Hold |
2,335
| – | – | 0.07% | 47 |
|
|
2023
Q4 | $509K | Hold |
2,335
| – | – | 0.07% | 48 |
|
|
2023
Q3 | $457K | Sell |
2,335
-118
| -5% | -$23.1K | 0.08% | 42 |
|
|
2023
Q2 | $497K | Buy |
2,453
+118
| +5% | +$23.9K | 0.09% | 46 |
|
|
2023
Q1 | $436K | Sell |
2,335
-153
| -6% | -$28.6K | 0.09% | 44 |
|
|
2022
Q4 | $433K | Buy |
2,488
+50
| +2% | +$8.71K | 0.1% | 45 |
|
|
2022
Q3 | $399K | Hold |
2,438
| – | – | 0.13% | 44 |
|
|
2022
Q2 | $420K | Sell |
2,438
-318
| -12% | -$54.8K | 0.2% | 39 |
|
|
2022
Q1 | $575K | Sell |
2,756
-31
| -1% | -$6.46K | 0.28% | 36 |
|
|
2021
Q4 | $616K | Buy |
+2,787
| New | +$616K | 0.27% | 40 |
|