Watershed Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.42M | Sell |
15,478
-23
| -0.1% | -$6.56K | 1.61% | 17 |
|
|
2025
Q1 | $3.98M | Sell |
15,501
-5
| -0% | -$1.29K | 1.59% | 17 |
|
|
2024
Q4 | $4.18M | Sell |
15,506
-3
| -0% | -$809 | 1.63% | 15 |
|
|
2024
Q3 | $4.08M | Sell |
15,509
-212
| -1% | -$55.8K | 1.63% | 14 |
|
|
2024
Q2 | $3.92M | Sell |
15,721
-58
| -0.4% | -$14.5K | 1.67% | 15 |
|
|
2024
Q1 | $3.78M | Buy |
15,779
+2,714
| +21% | +$651K | 1.68% | 13 |
|
|
2023
Q4 | $2.85M | Sell |
13,065
-3,354
| -20% | -$732K | 1.58% | 20 |
|
|
2023
Q3 | $3.21M | Buy |
16,419
+76
| +0.5% | +$14.9K | 1.98% | 16 |
|
|
2023
Q2 | $3.31M | Sell |
16,343
-284
| -2% | -$57.6K | 2.01% | 16 |
|
|
2023
Q1 | $3.11M | Buy |
16,627
+1,703
| +11% | +$318K | 2.1% | 16 |
|
|
2022
Q4 | $2.6M | Buy |
+14,924
| New | +$2.6M | 1.97% | 18 |
|