Sterling Investment Advisors (Pennsylvania)’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-395
| Closed | -$68K | – | 515 |
|
|
2022
Q2 | $68K | Buy |
395
+1
| +0.3% | +$172 | 0.02% | 205 |
|
|
2022
Q1 | $82K | Hold |
394
| – | – | 0.02% | 215 |
|
|
2021
Q4 | $87K | Hold |
394
| – | – | 0.02% | 208 |
|
|
2021
Q3 | $79K | Hold |
394
| – | – | 0.02% | 214 |
|
|
2021
Q2 | $79K | Buy |
394
+30
| +8% | +$6.02K | 0.02% | 219 |
|
|
2021
Q1 | $67K | Hold |
364
| – | – | 0.02% | 222 |
|
|
2020
Q4 | $64K | Buy |
+364
| New | +$64K | 0.02% | 211 |
|