V Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,207
| Closed | -$381K | – | 417 |
|
|
2022
Q2 | $381K | Buy |
2,207
+687
| +45% | +$119K | 0.07% | 267 |
|
|
2022
Q1 | $316K | Sell |
1,520
-509
| -25% | -$106K | 0.05% | 337 |
|
|
2021
Q4 | $448K | Sell |
2,029
-21
| -1% | -$4.64K | 0.07% | 275 |
|
|
2021
Q3 | $411K | Sell |
2,050
-50
| -2% | -$10K | 0.06% | 297 |
|
|
2021
Q2 | $421K | Buy |
+2,100
| New | +$421K | 0.07% | 311 |
|
|
2020
Q2 | – | Sell |
-1,927
| Closed | -$228K | – | 383 |
|
|
2020
Q1 | $228K | Buy |
+1,927
| New | +$228K | 0.07% | 271 |
|