Stifel Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $65K | Buy |
708
+109
| +18% | +$10K | 0.01% | 249 |
|
|
2014
Q2 | $54K | Hold |
599
| – | – | 0.01% | 266 |
|
|
2014
Q1 | $52K | Hold |
599
| – | – | 0.01% | 264 |
|
|
2013
Q4 | $51K | Buy |
599
+305
| +104% | +$26K | 0.01% | 260 |
|
|
2013
Q3 | $23K | Hold |
294
| – | – | ﹤0.01% | 340 |
|
|
2013
Q2 | $22K | Buy |
+294
| New | +$22K | ﹤0.01% | 338 |
|