Wealth Enhancement Advisory Services’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.7M | Sell |
186,108
-2,441
| -1% | -$704K | 0.09% | 217 |
|
|
2025
Q1 | $48.5M | Sell |
188,549
-25,491
| -12% | -$6.55M | 0.09% | 211 |
|
|
2024
Q4 | $57.7M | Buy |
214,040
+27,178
| +15% | +$7.33M | 0.11% | 179 |
|
|
2024
Q3 | $49.2M | Sell |
186,862
-17,758
| -9% | -$4.68M | 0.11% | 191 |
|
|
2024
Q2 | $51.1M | Buy |
204,620
+50,154
| +32% | +$12.5M | 0.12% | 170 |
|
|
2024
Q1 | $37M | Buy |
154,466
+37,419
| +32% | +$8.97M | 0.1% | 209 |
|
|
2023
Q4 | $25.5M | Buy |
117,047
+105
| +0.1% | +$22.9K | 0.07% | 254 |
|
|
2023
Q3 | $22.9M | Buy |
116,942
+114,555
| +4,799% | +$22.4M | 0.08% | 252 |
|
|
2023
Q2 | $484K | Buy |
2,387
+494
| +26% | +$100K | 0.01% | 357 |
|
|
2023
Q1 | $354K | Buy |
+1,893
| New | +$354K | ﹤0.01% | 423 |
|
|
2022
Q2 | – | Sell |
-1,026
| Closed | -$216K | – | 373 |
|
|
2022
Q1 | $216K | Sell |
1,026
-224
| -18% | -$47.2K | ﹤0.01% | 308 |
|
|
2021
Q4 | $259K | Sell |
1,250
-60
| -5% | -$12.4K | ﹤0.01% | 281 |
|
|
2021
Q3 | $280K | Buy |
1,310
+162
| +14% | +$34.6K | ﹤0.01% | 271 |
|
|
2021
Q2 | $233K | Sell |
1,148
-12
| -1% | -$2.44K | ﹤0.01% | 260 |
|
|
2021
Q1 | $220K | Buy |
1,160
+1
| +0.1% | +$190 | ﹤0.01% | 255 |
|
|
2020
Q4 | $205K | Buy |
+1,159
| New | +$205K | ﹤0.01% | 212 |
|