SWM
Salvus Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,700
| Closed | -$504K | – | 106 |
|
|
2023
Q1 | $504K | Buy |
2,700
+850
| +46% | +$159K | 0.41% | 68 |
|
|
2022
Q4 | $322K | Buy |
+1,850
| New | +$322K | 0.3% | 77 |
|
|
2022
Q3 | – | Sell |
-1,637
| Closed | -$282K | – | 100 |
|
|
2022
Q2 | $282K | Buy |
+1,637
| New | +$282K | 0.25% | 86 |
|