TDWM
Topel & Distasi Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.69M | Sell |
12,934
-3,961
| -23% | -$1.13M | 1.93% | 16 |
|
|
2025
Q1 | $4.34M | Sell |
16,895
-1,085
| -6% | -$279K | 2.03% | 16 |
|
|
2024
Q4 | $4.85M | Buy |
17,980
+18
| +0.1% | +$4.86K | 2.08% | 15 |
|
|
2024
Q3 | $4.73M | Sell |
17,962
-1,915
| -10% | -$504K | 1.96% | 18 |
|
|
2024
Q2 | $4.96M | Buy |
19,877
+95
| +0.5% | +$23.7K | 2.18% | 15 |
|
|
2024
Q1 | $4.74M | Sell |
19,782
-4,437
| -18% | -$1.06M | 2.1% | 15 |
|
|
2023
Q4 | $5.28M | Sell |
24,219
-2,677
| -10% | -$584K | 2.51% | 13 |
|
|
2023
Q3 | $5.26M | Sell |
26,896
-207
| -0.8% | -$40.5K | 2.76% | 12 |
|
|
2023
Q2 | $5.49M | Sell |
27,103
-747
| -3% | -$151K | 2.76% | 11 |
|
|
2023
Q1 | $5.2M | Buy |
27,850
+476
| +2% | +$88.9K | 2.71% | 13 |
|
|
2022
Q4 | $4.77M | Buy |
27,374
+216
| +0.8% | +$37.6K | 2.67% | 13 |
|
|
2022
Q3 | $4.9M | Buy |
27,158
+176
| +0.7% | +$31.8K | 2.71% | 12 |
|
|
2022
Q2 | $4.65M | Buy |
26,982
+2,011
| +8% | +$347K | 2.69% | 13 |
|
|
2022
Q1 | $5.21M | Buy |
24,971
+12,212
| +96% | +$2.55M | 2.18% | 18 |
|
|
2021
Q4 | $2.82M | Buy |
+12,759
| New | +$2.82M | 1.15% | 31 |
|