SIM
Stratos Investment Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $876K | Hold |
3,071
| – | – | 0.04% | 194 |
|
|
2025
Q1 | $789K | Buy |
3,071
+2
| +0.1% | +$514 | 0.04% | 174 |
|
|
2024
Q4 | $828K | Buy |
3,069
+4
| +0.1% | +$1.08K | 0.05% | 137 |
|
|
2024
Q3 | $807K | Buy |
3,065
+11
| +0.4% | +$2.9K | 0.06% | 127 |
|
|
2024
Q2 | $763K | Hold |
3,054
| – | – | 0.06% | 129 |
|
|
2024
Q1 | $732K | Buy |
3,054
+10
| +0.3% | +$2.4K | 0.07% | 121 |
|
|
2023
Q4 | $664K | Buy |
3,044
+13
| +0.4% | +$2.84K | 0.08% | 111 |
|
|
2023
Q3 | $593K | Buy |
3,031
+11
| +0.4% | +$2.15K | 0.09% | 105 |
|
|
2023
Q2 | $612K | Buy |
3,020
+11
| +0.4% | +$2.23K | 0.09% | 104 |
|
|
2023
Q1 | $562K | Buy |
3,009
+12
| +0.4% | +$2.24K | 0.09% | 108 |
|
|
2022
Q4 | $522K | Buy |
2,997
+14
| +0.5% | +$2.44K | 0.09% | 111 |
|
|
2022
Q3 | $488K | Buy |
2,983
+13
| +0.4% | +$2.13K | 0.1% | 109 |
|
|
2022
Q2 | $512K | Buy |
2,970
+11
| +0.4% | +$1.9K | 0.1% | 108 |
|
|
2022
Q1 | $617K | Buy |
2,959
+10
| +0.3% | +$2.09K | 0.1% | 109 |
|
|
2021
Q4 | $652K | Buy |
2,949
+10
| +0.3% | +$2.21K | 0.1% | 113 |
|
|
2021
Q3 | $591K | Buy |
+2,939
| New | +$591K | 0.1% | 131 |
|