Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $264K | Hold |
1,515
| – | – | 0.02% | 239 |
|
|
2022
Q3 | $248K | Hold |
1,515
| – | – | 0.02% | 225 |
|
|
2022
Q2 | $261K | Hold |
1,515
| – | – | 0.02% | 223 |
|
|
2022
Q1 | $316K | Hold |
1,515
| – | – | 0.02% | 208 |
|
|
2021
Q4 | $335K | Hold |
1,515
| – | – | 0.03% | 197 |
|
|
2021
Q3 | $304K | Hold |
1,515
| – | – | 0.02% | 203 |
|
|
2021
Q2 | $304K | Hold |
1,515
| – | – | 0.02% | 212 |
|
|
2021
Q1 | $281K | Sell |
1,515
-18
| -1% | -$3.34K | 0.02% | 207 |
|
|
2020
Q4 | $269K | Hold |
1,533
| – | – | 0.02% | 201 |
|
|
2020
Q3 | $240K | Hold |
1,533
| – | – | 0.02% | 192 |
|
|
2020
Q2 | $219K | Hold |
1,533
| – | – | 0.02% | 194 |
|
|
2020
Q1 | $182K | Buy |
1,533
+18
| +1% | +$2.14K | 0.02% | 202 |
|
|
2019
Q4 | $224K | Hold |
1,515
| – | – | 0.02% | 191 |
|
|
2019
Q3 | $207K | Hold |
1,515
| – | – | 0.02% | 188 |
|
|
2019
Q2 | $204K | Hold |
1,515
| – | – | 0.02% | 201 |
|
|
2019
Q1 | $197K | Sell |
1,515
-40
| -3% | -$5.2K | 0.02% | 209 |
|
|
2018
Q4 | $179K | Hold |
1,555
| – | – | 0.02% | 208 |
|
|
2018
Q3 | $208K | Sell |
1,555
-150
| -9% | -$20.1K | 0.02% | 201 |
|
|
2018
Q2 | $213K | Sell |
1,705
-190
| -10% | -$23.7K | 0.03% | 197 |
|
|
2018
Q1 | $230K | Hold |
1,895
| – | – | 0.03% | 190 |
|
|
2017
Q4 | $232K | Hold |
1,895
| – | – | 0.03% | 200 |
|
|
2017
Q3 | $219K | Hold |
1,895
| – | – | 0.03% | 207 |
|
|
2017
Q2 | $210K | Hold |
1,895
| – | – | 0.03% | 202 |
|
|
2017
Q1 | $205K | Sell |
1,895
-1,711
| -47% | -$185K | 0.03% | 205 |
|
|
2016
Q4 | $369K | Sell |
3,606
-206
| -5% | -$21.1K | 0.06% | 147 |
|
|
2016
Q3 | $378 | Buy |
3,812
+82
| +2% | +$8 | 0.06% | 151 |
|
|
2016
Q2 | $358K | Buy |
3,730
+1,145
| +44% | +$110K | 0.06% | 157 |
|
|
2016
Q1 | $243K | Buy |
+2,585
| New | +$243K | 0.04% | 183 |
|