SOA Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.72K | Buy |
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|
2025
Q2 | $8.98K | Hold |
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|
2025
Q1 | $8.09K | Hold |
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|
2024
Q4 | $8.46K | Hold |
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|
2024
Q3 | $8.21K | Hold |
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|
2024
Q2 | $7.75K | Hold |
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|
2024
Q1 | $7.45K | Hold |
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|
2023
Q4 | $6.75K | Hold |
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|
2023
Q3 | $6.03K | Hold |
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|
2023
Q2 | $6.23K | Hold |
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|
2023
Q1 | $5.72K | Buy |
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|
2022
Q4 | $5.31K | Hold |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $5K | Sell |
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|
2022
Q1 | $19K | Buy |
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|
2021
Q4 | $13K | Hold |
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|
2021
Q3 | $12K | Hold |
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|
2021
Q2 | $12K | Hold |
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|
2021
Q1 | $11K | Hold |
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|
2020
Q4 | $11K | Buy |
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