Tyler-Stone Wealth Management’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 |
-174
| Closed | -$43.4K | – | 884 |
|
|
2024
Q2 | $43.4K | Hold |
174
| – | – | 0.02% | 390 |
|
|
2024
Q1 | $41.7K | Buy |
174
+110
| +172% | +$26.4K | 0.02% | 383 |
|
|
2023
Q4 | $14K | Hold |
64
| – | – | 0.01% | 562 |
|
|
2023
Q3 | $13K | Hold |
64
| – | – | 0.01% | 554 |
|
|
2023
Q2 | $13K | Buy |
+64
| New | +$13K | 0.01% | 553 |
|
|
2022
Q4 | $11K | Hold |
64
| – | – | 0.01% | 547 |
|
|
2022
Q3 | $10K | Hold |
64
| – | – | 0.01% | 544 |
|
|
2022
Q2 | $11K | Hold |
64
| – | – | 0.01% | 541 |
|
|
2022
Q1 | $13K | Hold |
64
| – | – | 0.01% | 530 |
|
|
2021
Q4 | $14K | Buy |
+64
| New | +$14K | 0.01% | 544 |
|