SFG
Steward Financial Group’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $40K | Hold |
206
| – | – | 0.01% | 171 |
|
|
2023
Q2 | $41K | Buy |
+206
| New | +$41K | 0.01% | 165 |
|
|
2022
Q3 | – | Sell |
-206
| Closed | -$35K | – | 1297 |
|
|
2022
Q2 | $35K | Buy |
+206
| New | +$35K | 0.03% | 124 |
|
|
2022
Q1 | – | Sell |
-77
| Closed | -$17K | – | 357 |
|
|
2021
Q4 | $17K | Buy |
+77
| New | +$17K | 0.02% | 132 |
|