WA
Waverly 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 | $2.19M | Buy |
7,674
+4,954
| +182% | +$1.41M | 0.02% | 476 |
|
|
2025
Q1 | $699K | Buy |
2,720
+54
| +2% | +$13.9K | 0.01% | 690 |
|
|
2024
Q4 | $719K | Sell |
2,666
-369
| -12% | -$99.5K | 0.01% | 586 |
|
|
2024
Q3 | $799K | Sell |
3,035
-92
| -3% | -$24.2K | 0.01% | 490 |
|
|
2024
Q2 | $781K | Buy |
3,127
+1,602
| +105% | +$400K | 0.02% | 479 |
|
|
2024
Q1 | $366K | Buy |
1,525
+301
| +25% | +$72.2K | 0.01% | 530 |
|
|
2023
Q4 | $267K | Buy |
+1,224
| New | +$267K | 0.01% | 376 |
|
|
2015
Q1 | – | Sell |
-106
| Closed | -$10K | – | 430 |
|
|
2014
Q4 | $10K | Hold |
106
| – | – | 0.01% | 316 |
|
|
2014
Q3 | $10K | Hold |
106
| – | – | 0.01% | 487 |
|
|
2014
Q2 | $10K | Buy |
+106
| New | +$10K | ﹤0.01% | 451 |
|
|
2013
Q4 | – | Sell |
-847
| Closed | -$66K | – | 846 |
|
|
2013
Q3 | $66K | Buy |
+847
| New | +$66K | 0.03% | 205 |
|