United Asset Strategies’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $670K | Sell |
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|
2025
Q1 | $605K | Sell |
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|
2024
Q4 | $761K | Sell |
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|
2024
Q3 | $801K | Sell |
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|
2024
Q2 | $769K | Sell |
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|
2024
Q1 | $748K | Sell |
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|
2023
Q4 | $708K | Buy |
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|
2023
Q3 | $633K | Sell |
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|
2023
Q2 | $847K | Buy |
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|
2023
Q1 | $206K | Sell |
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|
2022
Q4 | $719K | Buy |
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|
2022
Q3 | $569K | Buy |
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|
2022
Q2 | $599K | Buy |
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|
2022
Q1 | $722K | Sell |
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|
2021
Q4 | $864K | Sell |
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|
2021
Q3 | $789K | Sell |
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|
2021
Q2 | $832K | Sell |
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|
2021
Q1 | $908K | Sell |
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|
2020
Q4 | $932K | Sell |
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|
2020
Q3 | $910K | Sell |
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|
2020
Q2 | $866K | Sell |
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|
2020
Q1 | $740K | Sell |
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|
2019
Q4 | $1.14M | Buy |
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|
2019
Q3 | $1.05M | Buy |
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|
2019
Q2 | $1.03M | Buy |
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|
2019
Q1 | $994K | Hold |
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|
2018
Q4 | $879K | Buy |
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|
2018
Q3 | $1.02M | Hold |
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|
2018
Q2 | $952K | Buy |
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|
2018
Q1 | $924K | Buy |
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|
2017
Q4 | $933K | Sell |
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|
2017
Q3 | $881K | Sell |
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|
2017
Q2 | $980K | Sell |
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|
2017
Q1 | $973K | Buy |
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|
2016
Q4 | $920K | Sell |
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|
2016
Q3 | $899K | Sell |
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|
2016
Q2 | $892K | Buy |
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|
2016
Q1 | $873K | Sell |
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|
2015
Q4 | $877K | Sell |
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|
2015
Q3 | $852K | Buy |
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|
2015
Q2 | $912K | Sell |
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|
2015
Q1 | $954K | Sell |
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|
2014
Q4 | $1.12M | Buy |
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|
2014
Q3 | $1.07M | Sell |
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|
2014
Q2 | $1.16M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1.34M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $321K | Buy |
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