TF
Theory Financial’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,050
| Closed | -$252K | – | 77 |
|
|
2024
Q1 | $252K | Buy |
1,050
+17
| +2% | +$4.08K | 0.13% | 67 |
|
|
2023
Q4 | $225K | Sell |
1,033
-902
| -47% | -$197K | 0.12% | 65 |
|
|
2023
Q3 | $379K | Sell |
1,935
-2,568
| -57% | -$503K | 0.22% | 51 |
|
|
2023
Q2 | $913K | Buy |
4,503
+1,381
| +44% | +$280K | 0.53% | 37 |
|
|
2023
Q1 | $583K | Buy |
3,122
+36
| +1% | +$6.73K | 0.35% | 44 |
|
|
2022
Q4 | $538K | Buy |
+3,086
| New | +$538K | 0.36% | 43 |
|
|
2022
Q2 | $830K | Buy |
+4,745
| New | +$830K | 0.6% | 36 |
|