WBH Advisory’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 | $2.12M | Buy |
7,434
+5,850
| +369% | +$1.67M | 0.18% | 99 |
|
|
2025
Q1 | $407K | Buy |
1,584
+3
| +0.2% | +$771 | 0.04% | 237 |
|
|
2024
Q4 | $426K | Buy |
1,581
+7
| +0.4% | +$1.89K | 0.04% | 226 |
|
|
2024
Q3 | $414K | Sell |
1,574
-378
| -19% | -$99.5K | 0.04% | 227 |
|
|
2024
Q2 | $487K | Buy |
1,952
+451
| +30% | +$113K | 0.05% | 215 |
|
|
2024
Q1 | $360K | Buy |
1,501
+4
| +0.3% | +$959 | 0.04% | 247 |
|
|
2023
Q4 | $327K | Sell |
1,497
-63
| -4% | -$13.7K | 0.04% | 253 |
|
|
2023
Q3 | $305K | Buy |
1,560
+71
| +5% | +$13.9K | 0.04% | 249 |
|
|
2023
Q2 | $302K | Buy |
+1,489
| New | +$302K | 0.04% | 250 |
|
|
2022
Q3 | – | Sell |
-1,169
| Closed | -$205K | – | 308 |
|
|
2022
Q2 | $205K | Sell |
1,169
-505
| -30% | -$88.6K | 0.03% | 293 |
|
|
2022
Q1 | $329K | Buy |
1,674
+155
| +10% | +$30.5K | 0.04% | 248 |
|
|
2021
Q4 | $336K | Buy |
1,519
+1
| +0.1% | +$221 | 0.04% | 255 |
|
|
2021
Q3 | $305K | Buy |
1,518
+1
| +0.1% | +$201 | 0.04% | 244 |
|
|
2021
Q2 | $314K | Buy |
1,517
+1
| +0.1% | +$207 | 0.05% | 221 |
|
|
2021
Q1 | $281K | Buy |
1,516
+2
| +0.1% | +$371 | 0.05% | 229 |
|
|
2020
Q4 | $273K | Sell |
1,514
-580
| -28% | -$105K | 0.05% | 226 |
|
|
2020
Q3 | $328K | Sell |
2,094
-191
| -8% | -$29.9K | 0.07% | 194 |
|
|
2020
Q2 | $326K | Sell |
2,285
-92
| -4% | -$13.1K | 0.08% | 188 |
|
|
2020
Q1 | $281 | Buy |
2,377
+5
| +0.2% | +$1 | 0.07% | 180 |
|
|
2019
Q4 | $350K | Buy |
2,372
+5
| +0.2% | +$738 | 0.07% | 187 |
|
|
2019
Q3 | $322K | Buy |
2,367
+298
| +14% | +$40.5K | 0.07% | 186 |
|
|
2019
Q2 | $278K | Buy |
2,069
+5
| +0.2% | +$672 | 0.06% | 200 |
|
|
2019
Q1 | $267K | Sell |
2,064
-137
| -6% | -$17.7K | 0.06% | 205 |
|
|
2018
Q4 | $252 | Hold |
2,201
| – | – | 0.06% | 201 |
|
|
2018
Q3 | $293K | Hold |
2,201
| – | – | 0.07% | 202 |
|
|
2018
Q2 | $274K | Hold |
2,201
| – | – | 0.07% | 196 |
|
|
2018
Q1 | $266K | Hold |
2,201
| – | – | 0.07% | 200 |
|
|
2017
Q4 | $269K | Hold |
2,201
| – | – | 0.07% | 196 |
|
|
2017
Q3 | $253K | Hold |
2,201
| – | – | 0.07% | 197 |
|
|
2017
Q2 | $244K | Hold |
2,201
| – | – | 0.07% | 202 |
|
|
2017
Q1 | $237K | Hold |
2,201
| – | – | 0.07% | 212 |
|
|
2016
Q4 | $225K | Hold |
2,201
| – | – | 0.08% | 208 |
|
|
2016
Q3 | $218K | Hold |
2,201
| – | – | 0.07% | 202 |
|
|
2016
Q2 | $210K | Buy |
+2,201
| New | +$210K | 0.08% | 186 |
|