Sheaff Brock Investment Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.36M | Sell |
5,275
-300
| -5% | -$77.1K | 0.12% | 140 |
|
|
2024
Q4 | $1.5M | Buy |
5,575
+502
| +10% | +$135K | 0.13% | 129 |
|
|
2024
Q3 | $1.34M | Sell |
5,073
-100
| -2% | -$26.3K | 0.12% | 145 |
|
|
2024
Q2 | $1.29M | Buy |
5,173
+65
| +1% | +$16.2K | 0.12% | 140 |
|
|
2024
Q1 | $1.22M | Buy |
5,108
+205
| +4% | +$49.2K | 0.08% | 156 |
|
|
2023
Q4 | $1.07M | Buy |
4,903
+750
| +18% | +$164K | 0.08% | 166 |
|
|
2023
Q3 | $813K | Buy |
4,153
+100
| +2% | +$19.6K | 0.07% | 183 |
|
|
2023
Q2 | $822K | Hold |
4,053
| – | – | 0.07% | 188 |
|
|
2023
Q1 | $757K | Sell |
4,053
-7
| -0.2% | -$1.31K | 0.07% | 200 |
|
|
2022
Q4 | $707K | Sell |
4,060
-93
| -2% | -$16.2K | 0.07% | 205 |
|
|
2022
Q3 | $679K | Hold |
4,153
| – | – | 0.07% | 197 |
|
|
2022
Q2 | $716K | Buy |
4,153
+820
| +25% | +$141K | 0.06% | 195 |
|
|
2022
Q1 | $695K | Buy |
3,333
+670
| +25% | +$140K | 0.05% | 219 |
|
|
2021
Q4 | $588K | Buy |
2,663
+150
| +6% | +$33.1K | 0.04% | 242 |
|
|
2021
Q3 | $504K | Buy |
2,513
+443
| +21% | +$88.8K | 0.04% | 260 |
|
|
2021
Q2 | $416K | Buy |
2,070
+70
| +4% | +$14.1K | 0.03% | 299 |
|
|
2021
Q1 | $371K | Buy |
2,000
+200
| +11% | +$37.1K | 0.03% | 306 |
|
|
2020
Q4 | $316K | Buy |
+1,800
| New | +$316K | 0.03% | 313 |
|