Waller Financial Planning Group’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
Q3 | $280K | Hold |
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2025
Q2 | $259K | Buy |
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2025
Q1 | $229K | Buy |
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2024
Q4 | $240K | Buy |
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2024
Q3 | $234K | Hold |
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2024
Q2 | $222K | Hold |
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2024
Q1 | $213K | Buy |
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2023
Q1 | – | Sell |
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2022
Q4 | $200K | Buy |
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2022
Q3 | – | Sell |
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2022
Q2 | $205K | Sell |
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2022
Q1 | $335K | Buy |
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2021
Q4 | $355K | Hold |
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2021
Q3 | $323K | Sell |
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2021
Q2 | $386K | Buy |
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2021
Q1 | $356K | Buy |
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2020
Q4 | $338K | Hold |
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2020
Q3 | $300K | Sell |
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2020
Q2 | $297K | Sell |
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2020
Q1 | $291K | Sell |
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2019
Q4 | $1.81M | Sell |
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2019
Q3 | $1.71M | Sell |
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2019
Q2 | $1.81M | Sell |
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2019
Q1 | $1.82M | Buy |
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2018
Q4 | $1.57M | Buy |
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