SC
Stephens Consulting’s Vanguard Large-Cap ETF VV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $546K | Buy |
1,913
+1,364
| +248% | +$389K | 0.13% | 57 |
|
2025
Q1 | $141K | Hold |
549
| – | – | 0.04% | 113 |
|
2024
Q4 | $148K | Hold |
549
| – | – | 0.04% | 113 |
|
2024
Q3 | $145K | Hold |
549
| – | – | 0.04% | 113 |
|
2024
Q2 | $137K | Hold |
549
| – | – | 0.04% | 108 |
|
2024
Q1 | $132K | Hold |
549
| – | – | 0.04% | 105 |
|
2023
Q4 | $120K | Hold |
549
| – | – | 0.04% | 110 |
|
2023
Q3 | $107K | Hold |
549
| – | – | 0.04% | 108 |
|
2023
Q2 | $111K | Sell |
549
-6
| -1% | -$1.22K | 0.04% | 100 |
|
2023
Q1 | $104K | Sell |
555
-110
| -17% | -$20.5K | 0.06% | 109 |
|
2022
Q4 | $116K | Sell |
665
-272
| -29% | -$47.4K | 0.08% | 94 |
|
2022
Q3 | $153K | Buy |
937
+601
| +179% | +$98.3K | 0.14% | 79 |
|
2022
Q2 | $57.9K | Hold |
336
| – | – | 0.05% | 158 |
|
2022
Q1 | $70.1K | Hold |
336
| – | – | 0.06% | 154 |
|
2021
Q4 | $74.3K | Buy |
+336
| New | +$74.3K | 0.06% | 161 |
|