Simon Quick Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
4,248
-746
| -15% | -$213K | 0.05% | 221 |
|
|
2025
Q1 | $1.28M | Hold |
4,994
| – | – | 0.07% | 133 |
|
|
2024
Q4 | $1.35M | Hold |
4,994
| – | – | 0.08% | 111 |
|
|
2024
Q3 | $1.31M | Hold |
4,994
| – | – | 0.08% | 111 |
|
|
2024
Q2 | $1.25M | Hold |
4,994
| – | – | 0.09% | 105 |
|
|
2024
Q1 | $1.2M | Buy |
4,994
+1
| +0% | +$240 | 0.09% | 115 |
|
|
2023
Q4 | $1.09M | Buy |
4,993
+1
| +0% | +$218 | 0.1% | 104 |
|
|
2023
Q3 | $977K | Buy |
+4,992
| New | +$977K | 0.09% | 111 |
|