SWM
Sculati Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.68M | Sell |
26,935
-49,688
| -65% | -$14.2M | 2.89% | 6 |
|
|
2025
Q1 | $19.7M | Buy |
76,623
+476
| +0.6% | +$122K | 7.96% | 2 |
|
|
2024
Q4 | $20.5M | Buy |
76,147
+1,746
| +2% | +$471K | 8.12% | 2 |
|
|
2024
Q3 | $19.6M | Buy |
74,401
+12,987
| +21% | +$3.42M | 7.81% | 2 |
|
|
2024
Q2 | $15.3M | Buy |
61,414
+18,019
| +42% | +$4.5M | 6.55% | 2 |
|
|
2024
Q1 | $10.4M | Buy |
43,395
+2,395
| +6% | +$574K | 4.49% | 4 |
|
|
2023
Q4 | $8.94M | Buy |
41,000
+867
| +2% | +$189K | 4.17% | 4 |
|
|
2023
Q3 | $7.85M | Buy |
40,133
+1,986
| +5% | +$389K | 4.01% | 4 |
|
|
2023
Q2 | $7.73M | Buy |
38,147
+799
| +2% | +$162K | 3.89% | 4 |
|
|
2023
Q1 | $6.98M | Buy |
37,348
+871
| +2% | +$163K | 3.71% | 4 |
|
|
2022
Q4 | $6.35M | Buy |
36,477
+1,801
| +5% | +$314K | 3.57% | 4 |
|
|
2022
Q3 | $5.67M | Buy |
34,676
+1,500
| +5% | +$245K | 3.35% | 4 |
|
|
2022
Q2 | $5.72M | Buy |
33,176
+1,386
| +4% | +$239K | 3.26% | 4 |
|
|
2022
Q1 | $6.63M | Buy |
31,790
+1,555
| +5% | +$324K | 3.24% | 4 |
|
|
2021
Q4 | $6.68M | Buy |
30,235
+3,613
| +14% | +$799K | 3.23% | 6 |
|
|
2021
Q3 | $5.35M | Buy |
26,622
+1,025
| +4% | +$206K | 2.83% | 9 |
|
|
2021
Q2 | $5.14M | Buy |
25,597
+2,093
| +9% | +$420K | 2.72% | 9 |
|
|
2021
Q1 | $4.36M | Buy |
23,504
+1,718
| +8% | +$318K | 2.51% | 9 |
|
|
2020
Q4 | $3.83M | Buy |
21,786
+1,588
| +8% | +$279K | 2.51% | 9 |
|
|
2020
Q3 | $3.16M | Buy |
20,198
+5,206
| +35% | +$814K | 2.37% | 10 |
|
|
2020
Q2 | $2.14M | Buy |
14,992
+8,856
| +144% | +$1.27M | 1.81% | 13 |
|
|
2020
Q1 | $727K | Buy |
6,136
+1,687
| +38% | +$200K | 0.8% | 41 |
|
|
2019
Q4 | $658K | Buy |
+4,449
| New | +$658K | 0.59% | 52 |
|