Rowland Carmichael Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $170K | Sell |
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|
2020
Q3 | $162K | Hold |
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|
2020
Q2 | $148K | Buy |
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|
2020
Q1 | $118K | Sell |
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|
2019
Q4 | $240K | Buy |
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|
2019
Q3 | $213K | Buy |
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|
2019
Q2 | $95K | Hold |
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|
2019
Q1 | $92K | Hold |
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|
2018
Q4 | $81K | Sell |
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|
2018
Q3 | $173K | Buy |
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|
2018
Q2 | $130K | Buy |
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|
2018
Q1 | $124K | Sell |
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|
2017
Q4 | $129K | Hold |
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|
2017
Q3 | $122K | Buy |
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|
2017
Q2 | $99K | Sell |
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|
2017
Q1 | $115K | Buy |
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|
2016
Q4 | $99K | Sell |
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|
2016
Q3 | $101K | Sell |
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|
2016
Q2 | $98K | Sell |
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|
2016
Q1 | $116K | Buy |
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