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Tiedemann Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-57,188
| Closed | -$12.6M | – | 301 |
|
|
2021
Q4 | $12.6M | Hold |
57,188
| – | – | 0.62% | 26 |
|
|
2021
Q3 | $11.5M | Buy |
+57,188
| New | +$11.5M | 0.61% | 27 |
|
|
2017
Q2 | – | Sell |
-3,345
| Closed | -$336K | – | 458 |
|
|
2017
Q1 | $336K | Buy |
+3,345
| New | +$336K | 0.03% | 312 |
|