Summit Financial’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 | $2.48M | Buy |
8,669
+508
| +6% | +$145K | 0.06% | 260 |
|
|
2025
Q1 | $2.1M | Buy |
8,161
+418
| +5% | +$107K | 0.06% | 255 |
|
|
2024
Q4 | $2.09M | Buy |
7,743
+281
| +4% | +$75.8K | 0.07% | 204 |
|
|
2024
Q3 | $1.97M | Buy |
7,462
+2,783
| +59% | +$735K | 0.08% | 182 |
|
|
2024
Q2 | $1.17M | Buy |
4,679
+1,110
| +31% | +$278K | 0.05% | 208 |
|
|
2024
Q1 | $856K | Buy |
3,569
+467
| +15% | +$112K | 0.05% | 206 |
|
|
2023
Q4 | $677K | Sell |
3,102
-997
| -24% | -$217K | 0.04% | 216 |
|
|
2023
Q3 | $802K | Sell |
4,099
-1,062
| -21% | -$208K | 0.06% | 185 |
|
|
2023
Q2 | $1.05M | Sell |
5,161
-710
| -12% | -$144K | 0.08% | 149 |
|
|
2023
Q1 | $1.1M | Buy |
5,871
+24
| +0.4% | +$4.48K | 0.1% | 108 |
|
|
2022
Q4 | $1.02M | Hold |
5,847
| – | – | 0.1% | 109 |
|
|
2022
Q3 | $956K | Buy |
5,847
+67
| +1% | +$11K | 0.09% | 111 |
|
|
2022
Q2 | $996K | Hold |
5,780
| – | – | 0.09% | 98 |
|
|
2022
Q1 | $1.21M | Buy |
5,780
+67
| +1% | +$14K | 0.09% | 101 |
|
|
2021
Q4 | $1.26M | Buy |
5,713
+2,458
| +76% | +$543K | 0.1% | 91 |
|
|
2021
Q3 | $654K | Buy |
+3,255
| New | +$654K | 0.06% | 113 |
|