SWM
Selective Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $220K | Buy |
1,217
+24
| +2% | +$4.33K | 0.12% | 113 |
|
|
2022
Q3 | $195K | Sell |
1,193
-916
| -43% | -$150K | 0.08% | 131 |
|
|
2022
Q2 | $363K | Sell |
2,109
-146
| -6% | -$25.1K | 0.13% | 98 |
|
|
2022
Q1 | $470K | Sell |
2,255
-34
| -1% | -$7.09K | 0.17% | 70 |
|
|
2021
Q4 | $506K | Buy |
2,289
+224
| +11% | +$49.5K | 0.21% | 59 |
|
|
2021
Q3 | $415K | Buy |
2,065
+564
| +38% | +$113K | 0.22% | 49 |
|
|
2021
Q2 | $301K | Buy |
+1,501
| New | +$301K | 0.24% | 43 |
|