Waypoint Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.24M | Hold |
|
|||||
|
2024
Q2 | $1.17M | Hold |
|
|||||
|
2024
Q1 | $1.13M | Hold |
|
|||||
|
2023
Q4 | $1.02M | Hold |
|
|||||
|
2023
Q3 | $919K | Sell |
|
|||||
|
2023
Q2 | $962K | Hold |
|
|||||
|
2023
Q1 | $887K | Hold |
|
|||||
|
2022
Q4 | $827K | Buy |
|
|||||
|
2022
Q3 | $772K | Hold |
|
|||||
|
2022
Q2 | $813K | Hold |
|
|||||
|
2022
Q1 | $983K | Hold |
|
|||||
|
2021
Q4 | $1.04M | Buy |
|