Strategic Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1K | Buy |
+53
| New | +$15.1K | ﹤0.01% | 711 |
|
|
2019
Q4 | – | Sell |
-147
| Closed | -$19 | – | 507 |
|
|
2019
Q3 | $19 | Hold |
147
| – | – | ﹤0.01% | 411 |
|
|
2019
Q2 | $19K | Hold |
147
| – | – | 0.01% | 368 |
|
|
2019
Q1 | $19K | Hold |
147
| – | – | 0.01% | 384 |
|
|
2018
Q4 | $17K | Hold |
147
| – | – | 0.01% | 368 |
|
|
2018
Q3 | $20K | Hold |
147
| – | – | 0.01% | 338 |
|
|
2018
Q2 | $18K | Hold |
147
| – | – | 0.01% | 426 |
|
|
2018
Q1 | $18K | Hold |
147
| – | – | 0.01% | 388 |
|
|
2017
Q4 | $18K | Buy |
+147
| New | +$18K | 0.01% | 372 |
|