WCFA
Walkner Condon Financial Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $851K | Sell |
2,982
-1
| -0% | -$285 | 0.16% | 106 |
|
|
2025
Q1 | $767K | Sell |
2,983
-10
| -0.3% | -$2.57K | 0.16% | 110 |
|
|
2024
Q4 | $807K | Buy |
2,993
+1,517
| +103% | +$409K | 0.16% | 111 |
|
|
2024
Q3 | $389K | Sell |
1,476
-56
| -4% | -$14.7K | 0.08% | 180 |
|
|
2024
Q2 | $382K | Buy |
1,532
+3
| +0.2% | +$749 | 0.08% | 172 |
|
|
2024
Q1 | $367K | Hold |
1,529
| – | – | 0.08% | 190 |
|
|
2023
Q4 | $334K | Sell |
1,529
-4
| -0.3% | -$873 | 0.08% | 200 |
|
|
2023
Q3 | $300K | Sell |
1,533
-72
| -4% | -$14.1K | 0.08% | 191 |
|
|
2023
Q2 | $325K | Hold |
1,605
| – | – | 0.09% | 173 |
|
|
2023
Q1 | $300K | Sell |
1,605
-8
| -0.5% | -$1.49K | 0.08% | 175 |
|
|
2022
Q4 | $281K | Sell |
1,613
-10
| -0.6% | -$1.74K | 0.08% | 176 |
|
|
2022
Q3 | $265K | Sell |
1,623
-120
| -7% | -$19.6K | 0.09% | 176 |
|
|
2022
Q2 | $300K | Buy |
1,743
+94
| +6% | +$16.2K | 0.09% | 170 |
|
|
2022
Q1 | $344K | Buy |
+1,649
| New | +$344K | 0.1% | 165 |
|
|
2021
Q4 | – | Sell |
-1,674
| Closed | -$336K | – | 172 |
|
|
2021
Q3 | $336K | Sell |
1,674
-82
| -5% | -$16.5K | 0.17% | 107 |
|
|
2021
Q2 | $352K | Hold |
1,756
| – | – | 0.13% | 121 |
|
|
2021
Q1 | $325K | Hold |
1,756
| – | – | 0.13% | 129 |
|
|
2020
Q4 | $309K | Buy |
+1,756
| New | +$309K | 0.13% | 104 |
|