SAM
Strategic Asset Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $83K | Sell |
506
-111
| -18% | -$18.2K | 0.14% | 107 |
|
|
2022
Q2 | $106K | Buy |
617
+111
| +22% | +$19.1K | 0.17% | 92 |
|
|
2022
Q1 | $105K | Hold |
506
| – | – | 0.15% | 101 |
|
|
2021
Q4 | $112K | Hold |
506
| – | – | 0.16% | 89 |
|
|
2021
Q3 | $104K | Buy |
+506
| New | +$104K | 0.15% | 93 |
|