Wade Financial Advisory’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
Q1 | $25.1M | Sell |
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|
2024
Q4 | $26.6M | Sell |
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|
2024
Q3 | $26M | Sell |
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|
2024
Q2 | $24.8M | Sell |
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|
2024
Q1 | $24.1M | Sell |
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|
2023
Q4 | $22.2M | Sell |
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|
2023
Q3 | $20.6M | Sell |
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|
2023
Q2 | $21.6M | Sell |
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|
2023
Q1 | $20.1M | Sell |
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|
2022
Q4 | $18.7M | Hold |
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|
2022
Q3 | $17.6M | Sell |
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|
2022
Q2 | $18.6M | Sell |
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|
2022
Q1 | $22.7M | Buy |
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|
2021
Q4 | $14.9M | Sell |
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|
2021
Q3 | $13.6M | Sell |
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|
2021
Q2 | $13.6M | Buy |
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|
2021
Q1 | $12.1M | Sell |
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|
2020
Q4 | $11.5M | Sell |
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|
2020
Q3 | $10.2M | Sell |
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|
2020
Q2 | $9.37M | Hold |
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|
2020
Q1 | $7.76M | Sell |
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|
2019
Q4 | $9.71M | Buy |
|