Signature Estate & Investment Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
6,740
+105
| +2% | +$30K | 0.04% | 157 |
|
|
2025
Q1 | $1.71M | Sell |
6,635
-87
| -1% | -$22.4K | 0.04% | 159 |
|
|
2024
Q4 | $1.81M | Sell |
6,722
-329
| -5% | -$88.7K | 0.05% | 146 |
|
|
2024
Q3 | $1.86M | Buy |
7,051
+28
| +0.4% | +$7.37K | 0.04% | 143 |
|
|
2024
Q2 | $1.75M | Buy |
+7,023
| New | +$1.75M | 0.04% | 141 |
|
|
2019
Q2 | – | Sell |
-4,750
| Closed | -$617K | – | 164 |
|
|
2019
Q1 | $617K | Sell |
4,750
-775
| -14% | -$101K | 0.04% | 113 |
|
|
2018
Q4 | $635K | Hold |
5,525
| – | – | 0.06% | 110 |
|
|
2018
Q3 | $738K | Buy |
+5,525
| New | +$738K | 0.07% | 95 |
|