VHAM
Van Hulzen Asset Management’s Vanguard Large-Cap ETF VV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.53M | Sell |
5,361
-250
| -4% | -$71.3K | 0.13% | 120 |
|
2025
Q1 | $1.44M | Buy |
5,611
+728
| +15% | +$187K | 0.13% | 125 |
|
2024
Q4 | $1.32M | Sell |
4,883
-106
| -2% | -$28.6K | 0.1% | 146 |
|
2024
Q3 | $1.31M | Buy |
4,989
+1,085
| +28% | +$286K | 0.1% | 141 |
|
2024
Q2 | $974K | Buy |
3,904
+47
| +1% | +$11.7K | 0.07% | 158 |
|
2024
Q1 | $925K | Buy |
3,857
+49
| +1% | +$11.8K | 0.06% | 176 |
|
2023
Q4 | $831K | Buy |
3,808
+8
| +0.2% | +$1.75K | 0.06% | 181 |
|
2023
Q3 | $744K | Buy |
3,800
+122
| +3% | +$23.9K | 0.06% | 177 |
|
2023
Q2 | $746K | Buy |
3,678
+10
| +0.3% | +$2.03K | 0.06% | 142 |
|
2023
Q1 | $685K | Buy |
3,668
+667
| +22% | +$125K | 0.06% | 146 |
|
2022
Q4 | $523K | Buy |
+3,001
| New | +$523K | 0.06% | 170 |
|
2022
Q2 | – | Sell |
-983
| Closed | -$205K | – | 329 |
|
2022
Q1 | $205K | Buy |
+983
| New | +$205K | 0.02% | 289 |
|