Surevest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $768K | Buy |
4,695
+79
| +2% | +$12.9K | 0.21% | 101 |
|
|
2022
Q2 | $796K | Buy |
4,616
+69
| +2% | +$11.9K | 0.21% | 99 |
|
|
2022
Q1 | $948K | Buy |
4,547
+66
| +1% | +$13.8K | 0.23% | 95 |
|
|
2021
Q4 | $990K | Buy |
4,481
+49
| +1% | +$10.8K | 0.23% | 77 |
|
|
2021
Q3 | $890K | Buy |
4,432
+51
| +1% | +$10.2K | 0.22% | 77 |
|
|
2021
Q2 | $880K | Buy |
+4,381
| New | +$880K | 0.23% | 75 |
|