TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.52M | Buy |
10,605
+304
| +3% | +$43.5K | 0.64% | 29 |
|
|
2020
Q1 | $1.22M | Buy |
10,301
+3,531
| +52% | +$418K | 0.59% | 33 |
|
|
2019
Q4 | $1M | Buy |
6,770
+14
| +0.2% | +$2.07K | 0.41% | 38 |
|
|
2019
Q3 | $921K | Buy |
6,756
+30
| +0.4% | +$4.09K | 0.4% | 37 |
|
|
2019
Q2 | $906K | Buy |
6,726
+20
| +0.3% | +$2.69K | 0.4% | 38 |
|
|
2019
Q1 | $870K | Buy |
6,706
+249
| +4% | +$32.3K | 0.4% | 37 |
|
|
2018
Q4 | $742K | Sell |
6,457
-54
| -0.8% | -$6.21K | 0.38% | 39 |
|
|
2018
Q3 | $869K | Hold |
6,511
| – | – | 0.4% | 36 |
|
|
2018
Q2 | $812K | Buy |
6,511
+186
| +3% | +$23.2K | 0.39% | 39 |
|
|
2018
Q1 | $767K | Buy |
6,325
+862
| +16% | +$105K | 0.39% | 39 |
|
|
2017
Q4 | $670K | Buy |
+5,463
| New | +$670K | 0.31% | 50 |
|