Running Point Capital Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,401
| Closed | -$1.09M | – | 180 |
|
|
2021
Q3 | $1.09M | Sell |
5,401
-7
| -0.1% | -$1.41K | 0.48% | 39 |
|
|
2021
Q2 | $1.09M | Buy |
5,408
+4
| +0.1% | +$803 | 0.49% | 40 |
|
|
2021
Q1 | $1M | Buy |
5,404
+4
| +0.1% | +$741 | 0.55% | 33 |
|
|
2020
Q4 | $949K | Buy |
+5,400
| New | +$949K | 0.55% | 35 |
|