UMB Bank’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 | $314K | Sell |
1,102
-42
| -4% | -$12K | ﹤0.01% | 504 |
|
|
2025
Q1 | $294K | Buy |
1,144
+42
| +4% | +$10.8K | ﹤0.01% | 498 |
|
|
2024
Q4 | $297K | Buy |
1,102
+1,019
| +1,228% | +$275K | ﹤0.01% | 491 |
|
|
2024
Q3 | $21.9K | Buy |
+83
| New | +$21.9K | ﹤0.01% | 1188 |
|
|
2023
Q1 | – | Sell |
-152
| Closed | -$26K | – | 1795 |
|
|
2022
Q4 | $26K | Hold |
152
| – | – | ﹤0.01% | 1026 |
|
|
2022
Q3 | $25K | Hold |
152
| – | – | ﹤0.01% | 1043 |
|
|
2022
Q2 | $26K | Hold |
152
| – | – | ﹤0.01% | 1086 |
|
|
2022
Q1 | $32K | Hold |
152
| – | – | ﹤0.01% | 1090 |
|
|
2021
Q4 | $34K | Buy |
+152
| New | +$34K | ﹤0.01% | 1111 |
|