SIS
Sound Income Strategies’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.5K | Hold |
233
| – | – | ﹤0.01% | 467 |
|
|
2025
Q1 | $59.9K | Buy |
233
+76
| +48% | +$19.5K | ﹤0.01% | 474 |
|
|
2024
Q4 | $42.3K | Hold |
157
| – | – | ﹤0.01% | 508 |
|
|
2024
Q3 | $41.3K | Hold |
157
| – | – | ﹤0.01% | 479 |
|
|
2024
Q2 | $39.2K | Sell |
157
-56
| -26% | -$14K | ﹤0.01% | 481 |
|
|
2024
Q1 | $51.1K | Sell |
213
-53
| -20% | -$12.7K | ﹤0.01% | 414 |
|
|
2023
Q4 | $58K | Buy |
266
+109
| +69% | +$23.8K | ﹤0.01% | 374 |
|
|
2023
Q3 | $30.7K | Sell |
157
-34
| -18% | -$6.65K | ﹤0.01% | 373 |
|
|
2023
Q2 | $38.7K | Hold |
191
| – | – | ﹤0.01% | 333 |
|
|
2023
Q1 | $35.7K | Buy |
191
+34
| +22% | +$6.35K | ﹤0.01% | 323 |
|
|
2022
Q4 | $27.3K | Hold |
157
| – | – | ﹤0.01% | 348 |
|
|
2022
Q3 | $26K | Buy |
157
+45
| +40% | +$7.45K | ﹤0.01% | 323 |
|
|
2022
Q2 | $19K | Buy |
+112
| New | +$19K | ﹤0.01% | 363 |
|
|
2019
Q3 | – | Sell |
-63
| Closed | -$8K | – | 779 |
|
|
2019
Q2 | $8K | Hold |
63
| – | – | ﹤0.01% | 369 |
|
|
2019
Q1 | $8K | Hold |
63
| – | – | ﹤0.01% | 377 |
|
|
2018
Q4 | $7K | Hold |
63
| – | – | ﹤0.01% | 400 |
|
|
2018
Q3 | $8K | Hold |
63
| – | – | ﹤0.01% | 395 |
|
|
2018
Q2 | $8K | Hold |
63
| – | – | ﹤0.01% | 362 |
|
|
2018
Q1 | $8K | Hold |
63
| – | – | 0.01% | 324 |
|
|
2017
Q4 | $8K | Buy |
+63
| New | +$8K | 0.01% | 267 |
|