SOA Wealth 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 | $8.98K | Hold |
31
| – | – | ﹤0.01% | 608 |
|
|
2025
Q1 | $8.09K | Hold |
31
| – | – | ﹤0.01% | 581 |
|
|
2024
Q4 | $8.46K | Hold |
31
| – | – | ﹤0.01% | 562 |
|
|
2024
Q3 | $8.21K | Hold |
31
| – | – | ﹤0.01% | 559 |
|
|
2024
Q2 | $7.76K | Hold |
31
| – | – | ﹤0.01% | 564 |
|
|
2024
Q1 | $7.45K | Hold |
31
| – | – | ﹤0.01% | 573 |
|
|
2023
Q4 | $6.75K | Hold |
31
| – | – | ﹤0.01% | 570 |
|
|
2023
Q3 | $6.03K | Hold |
31
| – | – | ﹤0.01% | 585 |
|
|
2023
Q2 | $6.23K | Hold |
31
| – | – | ﹤0.01% | 588 |
|
|
2023
Q1 | $5.72K | Buy |
31
+1
| +3% | +$184 | ﹤0.01% | 599 |
|
|
2022
Q4 | $5.31K | Hold |
30
| – | – | ﹤0.01% | 617 |
|
|
2022
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 641 |
|
|
2022
Q2 | $5K | Sell |
30
-63
| -68% | -$10.5K | ﹤0.01% | 602 |
|
|
2022
Q1 | $19K | Buy |
93
+30
| +48% | +$6.13K | ﹤0.01% | 481 |
|
|
2021
Q4 | $13K | Hold |
63
| – | – | ﹤0.01% | 529 |
|
|
2021
Q3 | $12K | Hold |
63
| – | – | ﹤0.01% | 557 |
|
|
2021
Q2 | $12K | Hold |
63
| – | – | ﹤0.01% | 554 |
|
|
2021
Q1 | $11K | Hold |
63
| – | – | ﹤0.01% | 503 |
|
|
2020
Q4 | $11K | Buy |
+63
| New | +$11K | ﹤0.01% | 506 |
|