SSWM
Smith Salley 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 | $217K | Buy |
+762
| New | +$217K | 0.01% | 247 |
|
|
2025
Q1 | – | Sell |
-762
| Closed | -$205K | – | 263 |
|
|
2024
Q4 | $205K | Hold |
762
| – | – | 0.01% | 241 |
|
|
2024
Q3 | $201K | Buy |
+762
| New | +$201K | 0.01% | 235 |
|
|
2024
Q1 | – | Sell |
-1,137
| Closed | -$248K | – | 254 |
|
|
2023
Q4 | $248K | Hold |
1,137
| – | – | 0.02% | 223 |
|
|
2023
Q3 | $223K | Buy |
+1,137
| New | +$223K | 0.02% | 220 |
|
|
2022
Q3 | – | Sell |
-1,250
| Closed | -$215K | – | 231 |
|
|
2022
Q2 | $215K | Buy |
1,250
+69
| +6% | +$11.9K | 0.02% | 213 |
|
|
2022
Q1 | $246K | Hold |
1,181
| – | – | 0.02% | 213 |
|
|
2021
Q4 | $261K | Hold |
1,181
| – | – | 0.02% | 222 |
|
|
2021
Q3 | $237K | Buy |
1,181
+130
| +12% | +$26.1K | 0.02% | 227 |
|
|
2021
Q2 | $211K | Buy |
+1,051
| New | +$211K | 0.02% | 236 |
|