Total Wealth Planning’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 | – | Sell |
-1,167
| Closed | -$300K | – | 106 |
|
|
2025
Q1 | $300K | Hold |
1,167
| – | – | 0.05% | 78 |
|
|
2024
Q4 | $315K | Sell |
1,167
-229
| -16% | -$61.8K | 0.05% | 77 |
|
|
2024
Q3 | $368K | Hold |
1,396
| – | – | 0.06% | 74 |
|
|
2024
Q2 | $362K | Hold |
1,396
| – | – | 0.06% | 73 |
|
|
2024
Q1 | $335K | Sell |
1,396
-68
| -5% | -$16.3K | 0.06% | 77 |
|
|
2023
Q4 | $319K | Buy |
1,464
+84
| +6% | +$18.3K | 0.06% | 78 |
|
|
2023
Q3 | $270K | Hold |
1,380
| – | – | 0.06% | 78 |
|
|
2023
Q2 | $280K | Sell |
1,380
-58
| -4% | -$11.8K | 0.06% | 74 |
|
|
2023
Q1 | $269K | Hold |
1,438
| – | – | 0.06% | 74 |
|
|
2022
Q4 | $251K | Sell |
1,438
-451
| -24% | -$78.6K | 0.06% | 74 |
|
|
2022
Q3 | $309K | Sell |
1,889
-4,422
| -70% | -$723K | 0.09% | 68 |
|
|
2022
Q2 | $1.09M | Sell |
6,311
-1,736
| -22% | -$299K | 0.31% | 41 |
|
|
2022
Q1 | $1.68M | Buy |
+8,047
| New | +$1.68M | 0.45% | 37 |
|