RFA
RTD Financial Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
6,642
+350
| +6% | +$99.9K | 0.24% | 55 |
|
|
2025
Q1 | $1.62M | Sell |
6,292
-1,258
| -17% | -$323K | 0.22% | 55 |
|
|
2024
Q4 | $2.04M | Buy |
7,550
+3,033
| +67% | +$818K | 0.26% | 48 |
|
|
2024
Q3 | $1.19M | Buy |
4,517
+108
| +2% | +$28.4K | 0.15% | 61 |
|
|
2024
Q2 | $1.1M | Hold |
4,409
| – | – | 0.15% | 62 |
|
|
2024
Q1 | $1.06M | Sell |
4,409
-5
| -0.1% | -$1.2K | 0.14% | 62 |
|
|
2023
Q4 | $963K | Buy |
4,414
+941
| +27% | +$205K | 0.14% | 62 |
|
|
2023
Q3 | $680K | Hold |
3,473
| – | – | 0.1% | 65 |
|
|
2023
Q2 | $704K | Buy |
3,473
+250
| +8% | +$50.7K | 0.1% | 65 |
|
|
2023
Q1 | $602K | Hold |
3,223
| – | – | 0.09% | 68 |
|
|
2022
Q4 | $561K | Sell |
3,223
-231
| -7% | -$40.2K | 0.09% | 69 |
|
|
2022
Q3 | $565K | Sell |
3,454
-1,490
| -30% | -$244K | 0.1% | 65 |
|
|
2022
Q2 | $852K | Buy |
4,944
+857
| +21% | +$148K | 0.13% | 65 |
|
|
2022
Q1 | $852K | Buy |
4,087
+902
| +28% | +$188K | 0.12% | 65 |
|
|
2021
Q4 | $704K | Buy |
+3,185
| New | +$704K | 0.09% | 69 |
|