SFPM
Sensible Financial Planning & Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,560
| Closed | -$411K | – | 52 |
|
|
2024
Q3 | $411K | Buy |
+1,560
| New | +$411K | 0.08% | 39 |
|
|
2022
Q4 | – | Sell |
-1,274
| Closed | -$208K | – | 48 |
|
|
2022
Q3 | $208K | Hold |
1,274
| – | – | 0.05% | 42 |
|
|
2022
Q2 | $220K | Hold |
1,274
| – | – | 0.06% | 46 |
|
|
2022
Q1 | $266K | Hold |
1,274
| – | – | 0.07% | 39 |
|
|
2021
Q4 | $282K | Hold |
1,274
| – | – | 0.08% | 40 |
|
|
2021
Q3 | $256K | Hold |
1,274
| – | – | 0.08% | 40 |
|
|
2021
Q2 | $256K | Hold |
1,274
| – | – | 0.09% | 40 |
|
|
2021
Q1 | $236K | Hold |
1,274
| – | – | 0.09% | 42 |
|
|
2020
Q4 | $224K | Buy |
+1,274
| New | +$224K | 0.08% | 43 |
|
|
2016
Q4 | – | Sell |
-1,014
| Closed | -$101K | – | 72 |
|
|
2016
Q3 | $101K | Hold |
1,014
| – | – | 0.07% | 34 |
|
|
2016
Q2 | $97K | Hold |
1,014
| – | – | 0.07% | 37 |
|
|
2016
Q1 | $95K | Hold |
1,014
| – | – | 0.07% | 36 |
|
|
2015
Q4 | $95K | Hold |
1,014
| – | – | 0.07% | 36 |
|
|
2015
Q3 | $89K | Hold |
1,014
| – | – | 0.07% | 38 |
|
|
2015
Q2 | $96K | Buy |
+1,014
| New | +$96K | 0.08% | 38 |
|
|
2015
Q1 | – | Sell |
-1,014
| Closed | -$96K | – | 67 |
|
|
2014
Q4 | $96K | Hold |
1,014
| – | – | 0.1% | 38 |
|
|
2014
Q3 | $91K | Buy |
+1,014
| New | +$91K | 0.08% | 34 |
|