SWM
Silverlake Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
4,319
-350
| -7% | -$99.8K | 0.36% | 85 |
|
|
2025
Q1 | $1.2M | Sell |
4,669
-79
| -2% | -$20.3K | 0.45% | 62 |
|
|
2024
Q4 | $1.28M | Hold |
4,748
| – | – | 0.49% | 60 |
|
|
2024
Q3 | $1.25M | Sell |
4,748
-10
| -0.2% | -$2.63K | 0.47% | 61 |
|
|
2024
Q2 | $1.19M | Buy |
4,758
+100
| +2% | +$25K | 0.49% | 55 |
|
|
2024
Q1 | $1.12M | Sell |
4,658
-125
| -3% | -$30K | 0.57% | 43 |
|
|
2023
Q4 | $1.04M | Sell |
4,783
-17
| -0.4% | -$3.71K | 0.58% | 42 |
|
|
2023
Q3 | $939K | Sell |
4,800
-202
| -4% | -$39.5K | 0.53% | 49 |
|
|
2023
Q2 | $1.01M | Sell |
5,002
-40
| -0.8% | -$8.11K | 0.56% | 48 |
|
|
2023
Q1 | $942K | Buy |
5,042
+1
| +0% | +$187 | 0.57% | 44 |
|
|
2022
Q4 | $878K | Sell |
5,041
-1,875
| -27% | -$327K | 0.55% | 48 |
|
|
2022
Q3 | $1.13M | Sell |
6,916
-180
| -3% | -$29.4K | 0.77% | 32 |
|
|
2022
Q2 | $1.22M | Sell |
7,096
-23
| -0.3% | -$3.96K | 0.8% | 30 |
|
|
2022
Q1 | $1.48M | Sell |
7,119
-112
| -2% | -$23.4K | 0.85% | 29 |
|
|
2021
Q4 | $1.6M | Buy |
+7,231
| New | +$1.6M | 0.86% | 26 |
|