VA
Valmark Advisers’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Hold |
948
| – | – | ﹤0.01% | 568 |
|
|
2025
Q1 | $244K | Hold |
948
| – | – | ﹤0.01% | 556 |
|
|
2024
Q4 | $256K | Hold |
948
| – | – | ﹤0.01% | 541 |
|
|
2024
Q3 | $250K | Hold |
948
| – | – | ﹤0.01% | 532 |
|
|
2024
Q2 | $237K | Hold |
948
| – | – | ﹤0.01% | 519 |
|
|
2024
Q1 | $227K | Hold |
948
| – | – | ﹤0.01% | 501 |
|
|
2023
Q4 | $207K | Buy |
+948
| New | +$207K | ﹤0.01% | 484 |
|
|
2022
Q1 | – | Sell |
-1,361
| Closed | -$301K | – | 440 |
|
|
2021
Q4 | $301K | Hold |
1,361
| – | – | 0.01% | 347 |
|
|
2021
Q3 | $273K | Sell |
1,361
-197
| -13% | -$39.5K | 0.01% | 337 |
|
|
2021
Q2 | $313K | Buy |
1,558
+204
| +15% | +$41K | 0.01% | 325 |
|
|
2021
Q1 | $251K | Buy |
+1,354
| New | +$251K | ﹤0.01% | 338 |
|
|
2020
Q4 | – | Sell |
-1,458
| Closed | -$228K | – | 343 |
|
|
2020
Q3 | $228K | Hold |
1,458
| – | – | 0.01% | 271 |
|
|
2020
Q2 | $208K | Buy |
+1,458
| New | +$208K | ﹤0.01% | 258 |
|
|
2020
Q1 | – | Sell |
-1,458
| Closed | -$216K | – | 243 |
|
|
2019
Q4 | $216K | Buy |
+1,458
| New | +$216K | ﹤0.01% | 223 |
|