U.S. Capital Wealth Advisors’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 | $647K | Sell |
2,267
-19
| -0.8% | -$5.42K | 0.02% | 537 |
|
|
2025
Q1 | $588K | Buy |
2,286
+18
| +0.8% | +$4.63K | 0.02% | 549 |
|
|
2024
Q4 | $612K | Sell |
2,268
-160
| -7% | -$43.1K | 0.02% | 520 |
|
|
2024
Q3 | $639K | Buy |
2,428
+11
| +0.5% | +$2.9K | 0.02% | 423 |
|
|
2024
Q2 | $603K | Buy |
2,417
+17
| +0.7% | +$4.24K | 0.02% | 418 |
|
|
2024
Q1 | $575K | Buy |
2,400
+703
| +41% | +$169K | 0.02% | 436 |
|
|
2023
Q4 | $370K | Buy |
1,697
+6
| +0.4% | +$1.31K | 0.01% | 511 |
|
|
2023
Q3 | $331K | Buy |
1,691
+6
| +0.4% | +$1.17K | 0.01% | 502 |
|
|
2023
Q2 | $342K | Sell |
1,685
-81
| -5% | -$16.4K | 0.02% | 508 |
|
|
2023
Q1 | $330K | Buy |
1,766
+93
| +6% | +$17.4K | 0.02% | 516 |
|
|
2022
Q4 | $291K | Buy |
1,673
+7
| +0.4% | +$1.22K | 0.01% | 538 |
|
|
2022
Q3 | $272K | Buy |
1,666
+7
| +0.4% | +$1.14K | 0.01% | 535 |
|
|
2022
Q2 | $286K | Sell |
1,659
-46
| -3% | -$7.93K | 0.01% | 561 |
|
|
2022
Q1 | $355K | Buy |
1,705
+171
| +11% | +$35.6K | 0.01% | 569 |
|
|
2021
Q4 | $339K | Hold |
1,534
| – | – | 0.01% | 575 |
|
|
2021
Q3 | $308K | Buy |
+1,534
| New | +$308K | 0.01% | 601 |
|