Soundmark Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $6.7M | Sell |
|
|||||
|
2023
Q4 | $6.34M | Buy |
|
|||||
|
2023
Q3 | $5.38M | Buy |
|
|||||
|
2023
Q2 | $5.48M | Hold |
|
|||||
|
2023
Q1 | $5.05M | Buy |
|
|||||
|
2022
Q4 | $4.67M | Sell |
|
|||||
|
2022
Q3 | $4.65M | Buy |
|
|||||
|
2022
Q2 | $4.84M | Buy |
|
|||||
|
2022
Q1 | $5.18M | Hold |
|
|||||
|
2021
Q4 | $5.49M | Sell |
|
|||||
|
2021
Q3 | $6.53M | Hold |
|
|||||
|
2021
Q2 | $6.52M | Hold |
|
|||||
|
2021
Q1 | $6.02M | Sell |
|
|||||
|
2020
Q4 | $5.72M | Buy |
|