SSWM
VV icon

Sheets Smith Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Sheets Smith Wealth Management’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.79M Hold
11,019
– – 0.38% 64
2026
Q1 		$3.29M Hold
11,019
– – 0.37% 66
2025
Q4 		$3.47M Buy
11,019
+25
+0.2% +$7.81K 0.38% 63
2025
Q3 		$3.38M Sell
10,994
-400
-4% -$118K 0.38% 66
2025
Q2 		$3.25M Sell
11,394
-280
-2% -$73.8K 0.38% 65
2025
Q1 		$3M Sell
11,674
-180
-2% -$48.8K 0.37% 68
2024
Q4 		$3.2M Buy
11,854
+271
+2% +$73.4K 0.39% 63
2024
Q3 		$3.05M Sell
11,583
-250
-2% -$63.4K 0.37% 65
2024
Q2 		$2.95M Sell
11,833
-100
-0.8% -$24K 0.35% 71
2024
Q1 		$2.86M Buy
11,933
+2,450
+26% +$561K 0.32% 77
2023
Q4 		$2.07M Hold
9,483
– – 0.29% 85
2023
Q3 		$1.86M Hold
9,483
– – 0.28% 86
2023
Q2 		$1.92M Sell
9,483
-300
-3% -$57.5K 0.28% 86
2023
Q1 		$1.83M Hold
9,783
– – 0.28% 88
2022
Q4 		$1.7M Sell
9,783
-263
-3% -$46.1K 0.27% 90
2022
Q3 		$1.64M Buy
10,046
+375
+4% +$68.2K 0.27% 87
2022
Q2 		$1.67M Buy
9,671
+25
+0.3% +$4.69K 0.27% 86
2022
Q1 		$2.01M Buy
9,646
+225
+2% +$46.2K 0.28% 86
2021
Q4 		$2.08M Hold
9,421
– – 0.26% 92
2021
Q3 		$1.89M Hold
9,421
– – 0.26% 99
2021
Q2 		$1.89M Hold
9,421
– – 0.25% 93
2021
Q1 		$1.75M Hold
9,421
– – 0.26% 100
2020
Q4 		$1.66M Sell
9,421
-80
-0.8% -$13.3K 0.25% 98
2020
Q3 		$1.49M Hold
9,501
– – 0.26% 92
2020
Q2 		$1.36M Buy
9,501
+800
+9% +$108K 0.27% 88
2020
Q1 		$1.03M Sell
8,701
-500
-5% -$70.2K 0.22% 105
2019
Q4 		$1.36M Buy
9,201
+500
+6% +$70.7K 0.26% 97
2019
Q3 		$1.19M Buy
8,701
+1,000
+13% +$136K 0.24% 106
2019
Q2 		$1.04M Sell
7,701
-340
-4% -$45K 0.21% 118
2019
Q1 		$1.04M Buy
8,041
+65
+0.8% +$8.13K 0.23% 114
2018
Q4 		$916K Buy
7,976
+500
+7% +$61.9K 0.25% 103
2018
Q3 		$998K Sell
7,476
-370
-5% -$48.5K 0.21% 122
2018
Q2 		$979K Sell
7,846
-1,800
-19% -$224K 0.23% 105
2018
Q1 		$1.17M Sell
9,646
-400
-4% -$50.2K 0.28% 98
2017
Q4 		$1.23M Buy
10,046
+300
+3% +$35.8K 0.29% 93
2017
Q3 		$1.13M Sell
9,746
-31
-0.3% -$3.51K 0.28% 92
2017
Q2 		$1.08M Sell
9,777
-185
-2% -$20.3K 0.29% 99
2017
Q1 		$1.08M Sell
9,962
-30
-0.3% -$3.2K 0.29% 101
2016
Q4 		$1.02M Buy
9,992
+368
+4% +$36.8K 0.29% 96
2016
Q3 		$954K Buy
9,624
+253
+3% +$25.1K 0.27% 104
2016
Q2 		$898K Sell
9,371
-98
-1% -$9.3K 0.26% 114
2016
Q1 		$890K Sell
9,469
-348
-4% -$31K 0.27% 100
2015
Q4 		$918K Sell
9,817
-347
-3% -$32.7K 0.28% 97
2015
Q3 		$895K Buy
10,164
+50
+0.5% +$4.67K 0.3% 88
2015
Q2 		$959K Buy
10,114
+300
+3% +$29K 0.26% 115
2015
Q1 		$934K Sell
9,814
-400
-4% -$38K 0.26% 122
2014
Q4 		$964K Buy
10,214
+500
+5% +$46.1K 0.25% 121
2014
Q3 		$879K Hold
9,714
– – 0.24% 130
2014
Q2 		$874K Sell
9,714
-100
-1% -$8.74K 0.23% 134
2014
Q1 		$844K Sell
9,814
-100
-1% -$8.45K 0.24% 117
2013
Q4 		$841K Buy
9,914
+1,485
+18% +$121K 0.23% 115
2013
Q3 		$652K Hold
8,429
– – 0.21% 134
2013
Q2 		$619K Buy
+8,429
New +$622K 0.21% 133

Other funds holding VV

MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AH
Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
KCM
Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $191M AUM 12.84% 1-Year Est. Return