Viridian RIA’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,984
| Closed | -$438K | – | 70 |
|
|
2021
Q4 | $438K | Buy |
+1,984
| New | +$438K | 0.09% | 70 |
|
|
2021
Q3 | – | Hold |
0
| – | -$404K | – | 78 |
|
|
2021
Q2 | – | Hold |
0
| – | -$372K | – | 63 |
|
|
2021
Q1 | – | Sell |
-2,065
| Closed | -$363K | – | 65 |
|
|
2020
Q4 | $363K | Buy |
2,065
+5
| +0.2% | +$879 | 0.1% | 56 |
|
|
2020
Q3 | $322K | Sell |
2,060
-22
| -1% | -$3.44K | 0.11% | 58 |
|
|
2020
Q2 | $298K | Sell |
2,082
-144
| -6% | -$20.6K | 0.11% | 58 |
|
|
2020
Q1 | $264K | Buy |
2,226
+7
| +0.3% | +$830 | 0.12% | 52 |
|
|
2019
Q4 | $328K | Buy |
2,219
+6
| +0.3% | +$887 | 0.12% | 51 |
|
|
2019
Q3 | $302K | Buy |
2,213
+420
| +23% | +$57.3K | 0.13% | 50 |
|
|
2019
Q2 | $237K | Sell |
1,793
-30
| -2% | -$3.97K | 0.1% | 53 |
|
|
2019
Q1 | $236K | Buy |
+1,823
| New | +$236K | 0.1% | 48 |
|