TWD
True Wealth Design’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,816
| Closed | -$2.95M | – | 1319 |
|
|
2024
Q2 | $2.95M | Sell |
11,816
-369
| -3% | -$92.1K | 0.73% | 18 |
|
|
2024
Q1 | $2.92M | Sell |
12,185
-140
| -1% | -$33.6K | 0.73% | 19 |
|
|
2023
Q4 | $2.69M | Sell |
12,325
-70
| -0.6% | -$15.3K | 0.76% | 19 |
|
|
2023
Q3 | $2.43M | Sell |
12,395
-646
| -5% | -$126K | 0.81% | 20 |
|
|
2023
Q2 | $2.64M | Sell |
13,041
-1,563
| -11% | -$317K | 0.97% | 18 |
|
|
2023
Q1 | $2.73M | Sell |
14,604
-9
| -0.1% | -$1.68K | 1.14% | 19 |
|
|
2022
Q4 | $2.55M | Buy |
+14,613
| New | +$2.55M | 1.18% | 17 |
|