WFPG
Waller Financial Planning Group’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
909
+18
| +2% | +$5.13K | 0.06% | 66 |
|
|
2025
Q1 | $229K | Buy |
891
+1
| +0.1% | +$257 | 0.06% | 68 |
|
|
2024
Q4 | $240K | Buy |
890
+2
| +0.2% | +$539 | 0.06% | 64 |
|
|
2024
Q3 | $234K | Hold |
888
| – | – | 0.06% | 64 |
|
|
2024
Q2 | $222K | Hold |
888
| – | – | 0.06% | 64 |
|
|
2024
Q1 | $213K | Buy |
+888
| New | +$213K | 0.06% | 61 |
|
|
2023
Q1 | – | Sell |
-1,149
| Closed | -$200K | – | 59 |
|
|
2022
Q4 | $200K | Buy |
+1,149
| New | +$200K | 0.06% | 53 |
|
|
2022
Q3 | – | Sell |
-1,192
| Closed | -$205K | – | 55 |
|
|
2022
Q2 | $205K | Sell |
1,192
-417
| -26% | -$71.7K | 0.06% | 48 |
|
|
2022
Q1 | $335K | Buy |
1,609
+1
| +0.1% | +$208 | 0.09% | 38 |
|
|
2021
Q4 | $355K | Hold |
1,608
| – | – | 0.09% | 39 |
|
|
2021
Q3 | $323K | Sell |
1,608
-314
| -16% | -$63.1K | 0.09% | 40 |
|
|
2021
Q2 | $386K | Buy |
1,922
+1
| +0.1% | +$201 | 0.1% | 38 |
|
|
2021
Q1 | $356K | Buy |
1,921
+1
| +0.1% | +$185 | 0.1% | 38 |
|
|
2020
Q4 | $338K | Hold |
1,920
| – | – | 0.11% | 39 |
|
|
2020
Q3 | $300K | Sell |
1,920
-159
| -8% | -$24.8K | 0.11% | 41 |
|
|
2020
Q2 | $297K | Sell |
2,079
-379
| -15% | -$54.1K | 0.12% | 43 |
|
|
2020
Q1 | $291K | Sell |
2,458
-9,789
| -80% | -$1.16M | 0.15% | 39 |
|
|
2019
Q4 | $1.81M | Sell |
12,247
-34
| -0.3% | -$5.03K | 0.91% | 23 |
|
|
2019
Q3 | $1.71M | Sell |
12,281
-894
| -7% | -$125K | 0.91% | 23 |
|
|
2019
Q2 | $1.81M | Sell |
13,175
-494
| -4% | -$67.9K | 1.01% | 21 |
|
|
2019
Q1 | $1.82M | Buy |
13,669
+1
| +0% | +$133 | 1.05% | 21 |
|
|
2018
Q4 | $1.57M | Buy |
+13,668
| New | +$1.57M | 1.09% | 24 |
|