WA
Wealth Architects’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20M | Buy |
70,244
+3,103
| +5% | +$885K | 2.04% | 14 |
|
|
2025
Q1 | $17.3M | Sell |
67,141
-832
| -1% | -$214K | 1.9% | 17 |
|
|
2024
Q4 | $18.3M | Sell |
67,973
-2,168
| -3% | -$585K | 2.07% | 15 |
|
|
2024
Q3 | $18.5M | Sell |
70,141
-2,219
| -3% | -$584K | 2.09% | 15 |
|
|
2024
Q2 | $18.1M | Sell |
72,360
-2,944
| -4% | -$735K | 2.21% | 13 |
|
|
2024
Q1 | $18.1M | Sell |
75,304
-1,809
| -2% | -$434K | 2.38% | 12 |
|
|
2023
Q4 | $16.8M | Sell |
77,113
-2,136
| -3% | -$466K | 2.36% | 14 |
|
|
2023
Q3 | $15.5M | Sell |
79,249
-165
| -0.2% | -$32.3K | 2.64% | 11 |
|
|
2023
Q2 | $16.1M | Sell |
79,414
-1,054
| -1% | -$214K | 2.66% | 11 |
|
|
2023
Q1 | $15M | Sell |
80,468
-2,890
| -3% | -$540K | 2.66% | 12 |
|
|
2022
Q4 | $14.5M | Sell |
83,358
-2,030
| -2% | -$354K | 2.75% | 12 |
|
|
2022
Q3 | $14M | Buy |
85,388
+933
| +1% | +$153K | 2.92% | 11 |
|
|
2022
Q2 | $14.6M | Buy |
84,455
+10,736
| +15% | +$1.85M | 2.84% | 11 |
|
|
2022
Q1 | $15.4M | Buy |
73,719
+7,836
| +12% | +$1.63M | 2.61% | 12 |
|
|
2021
Q4 | $14.6M | Sell |
65,883
-1,894
| -3% | -$419K | 2.55% | 11 |
|
|
2021
Q3 | $13.6M | Sell |
67,777
-1,491
| -2% | -$300K | 2.64% | 12 |
|
|
2021
Q2 | $13.9M | Sell |
69,268
-407
| -0.6% | -$81.7K | 2.72% | 11 |
|
|
2021
Q1 | $12.9M | Sell |
69,675
-745
| -1% | -$138K | 2.8% | 12 |
|
|
2020
Q4 | $12.4M | Sell |
70,420
-1,622
| -2% | -$285K | 2.88% | 12 |
|
|
2020
Q3 | $11.3M | Sell |
72,042
-2,615
| -4% | -$409K | 3.06% | 10 |
|
|
2020
Q2 | $10.7M | Sell |
74,657
-2,284
| -3% | -$327K | 2.99% | 12 |
|
|
2020
Q1 | $9.11M | Buy |
76,941
+7,473
| +11% | +$885K | 3.16% | 12 |
|
|
2019
Q4 | $10.3M | Sell |
69,468
-573
| -0.8% | -$84.7K | 2.87% | 12 |
|
|
2019
Q3 | $9.55M | Sell |
70,041
-612
| -0.9% | -$83.4K | 2.91% | 10 |
|
|
2019
Q2 | $9.52M | Sell |
70,653
-518
| -0.7% | -$69.8K | 2.87% | 10 |
|
|
2019
Q1 | $9.24M | Buy |
71,171
+1,316
| +2% | +$171K | 2.88% | 10 |
|
|
2018
Q4 | $8.02M | Sell |
69,855
-6,613
| -9% | -$760K | 2.88% | 10 |
|
|
2018
Q3 | $10.2M | Sell |
76,468
-393
| -0.5% | -$52.5K | 3.15% | 10 |
|
|
2018
Q2 | $9.59M | Sell |
76,861
-2,008
| -3% | -$251K | 3.1% | 10 |
|
|
2018
Q1 | $9.56M | Sell |
78,869
-3,526
| -4% | -$427K | 3.17% | 10 |
|
|
2017
Q4 | $10.1M | Sell |
82,395
-2,272
| -3% | -$279K | 3.31% | 9 |
|
|
2017
Q3 | $9.77M | Sell |
84,667
-406
| -0.5% | -$46.9K | 3.4% | 8 |
|
|
2017
Q2 | $9.44M | Sell |
85,073
-2,039
| -2% | -$226K | 3.52% | 8 |
|
|
2017
Q1 | $9.42M | Sell |
87,112
-665
| -0.8% | -$71.9K | 3.74% | 7 |
|
|
2016
Q4 | $8.99M | Sell |
87,777
-948
| -1% | -$97.1K | 4% | 6 |
|
|
2016
Q3 | $8.8M | Sell |
88,725
-2,232
| -2% | -$221K | 4.07% | 6 |
|
|
2016
Q2 | $8.72M | Sell |
90,957
-721
| -0.8% | -$69.1K | 4.22% | 6 |
|
|
2016
Q1 | $8.62M | Sell |
91,678
-477
| -0.5% | -$44.8K | 4.3% | 6 |
|
|
2015
Q4 | $8.62M | Buy |
92,155
+11,184
| +14% | +$1.05M | 4.26% | 7 |
|
|
2015
Q3 | $7.13M | Buy |
80,971
+13,313
| +20% | +$1.17M | 3.83% | 7 |
|
|
2015
Q2 | $6.42M | Sell |
67,658
-730
| -1% | -$69.2K | 3.45% | 7 |
|
|
2015
Q1 | $6.51M | Sell |
68,388
-619
| -0.9% | -$58.9K | 3.75% | 7 |
|
|
2014
Q4 | $6.51M | Buy |
+69,007
| New | +$6.51M | 3.83% | 7 |
|