SWA
Stratos Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,563
| Closed | -$422K | – | 759 |
|
|
2024
Q4 | $422K | Sell |
1,563
-104
| -6% | -$28.1K | 0.02% | 513 |
|
|
2024
Q3 | $439K | Hold |
1,667
| – | – | 0.02% | 522 |
|
|
2024
Q2 | $416K | Hold |
1,667
| – | – | 0.02% | 515 |
|
|
2024
Q1 | $400K | Buy |
1,667
+7
| +0.4% | +$1.68K | 0.02% | 501 |
|
|
2023
Q4 | $362K | Buy |
+1,660
| New | +$362K | 0.02% | 518 |
|
|
2022
Q3 | – | Sell |
-1,168
| Closed | -$201K | – | 542 |
|
|
2022
Q2 | $201K | Buy |
+1,168
| New | +$201K | 0.02% | 494 |
|
|
2022
Q1 | – | Sell |
-1,145
| Closed | -$253K | – | 585 |
|
|
2021
Q4 | $253K | Buy |
1,145
+3
| +0.3% | +$663 | 0.02% | 489 |
|
|
2021
Q3 | $230K | Buy |
1,142
+3
| +0.3% | +$604 | 0.02% | 469 |
|
|
2021
Q2 | $229K | Buy |
+1,139
| New | +$229K | 0.02% | 490 |
|
|
2020
Q2 | – | Sell |
-1,212
| Closed | -$144K | – | 375 |
|
|
2020
Q1 | $144K | Buy |
+1,212
| New | +$144K | 0.1% | 156 |
|