TLFA
True Link Financial 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 |
-14,956
| Closed | -$3.31M | – | 279 |
|
|
2021
Q4 | $3.31M | Sell |
14,956
-44
| -0.3% | -$9.73K | 0.44% | 20 |
|
|
2021
Q3 | $3.01M | Sell |
15,000
-260
| -2% | -$52.2K | 0.41% | 23 |
|
|
2021
Q2 | $3.06M | Buy |
15,260
+44
| +0.3% | +$8.83K | 0.45% | 22 |
|
|
2021
Q1 | $2.82M | Hold |
15,216
| – | – | 0.41% | 27 |
|
|
2020
Q4 | $2.67M | Buy |
+15,216
| New | +$2.67M | 0.42% | 26 |
|