SAS
SMI Advisory Services’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $802K | Sell |
2,784
-12
| -0.4% | -$3.46K | 0.16% | 22 |
|
|
2025
Q1 | $648K | Sell |
2,796
-108
| -4% | -$25K | 0.15% | 18 |
|
|
2024
Q4 | $777K | Sell |
2,904
-1,144
| -28% | -$306K | 0.18% | 34 |
|
|
2024
Q3 | $1.06M | Sell |
4,048
-28
| -0.7% | -$7.36K | 0.24% | 35 |
|
|
2024
Q2 | $1.04M | Buy |
+4,076
| New | +$1.04M | 0.26% | 37 |
|
|
2024
Q1 | – | Sell |
-4,549
| Closed | -$996K | – | 82 |
|
|
2023
Q4 | $996K | Sell |
4,549
-345
| -7% | -$75.6K | 0.25% | 23 |
|
|
2023
Q3 | $988K | Buy |
+4,894
| New | +$988K | 0.36% | 22 |
|
|
2023
Q1 | $865K | Buy |
4,968
+29
| +0.6% | +$5.05K | 0.29% | 21 |
|
|
2022
Q4 | $808K | Hold |
4,939
| – | – | 0.26% | 22 |
|
|
2022
Q3 | $808K | Buy |
4,939
+3,142
| +175% | +$514K | 0.26% | 22 |
|
|
2022
Q2 | $310K | Sell |
1,797
-17
| -0.9% | -$2.93K | 0.11% | 31 |
|
|
2022
Q1 | $378K | Buy |
1,814
+305
| +20% | +$63.6K | 0.13% | 30 |
|
|
2021
Q4 | $334K | Sell |
1,509
-393
| -21% | -$87K | 0.13% | 29 |
|
|
2021
Q3 | $382K | Sell |
1,902
-209
| -10% | -$42K | 0.17% | 24 |
|
|
2021
Q2 | $424K | Sell |
2,111
-93
| -4% | -$18.7K | 0.18% | 23 |
|
|
2021
Q1 | $408K | Buy |
+2,204
| New | +$408K | 0.19% | 24 |
|