Wealthcare Advisory Partners’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 | $1.06M | Buy |
3,728
+53
| +1% | +$15.1K | 0.02% | 467 |
|
|
2025
Q1 | $944K | Buy |
3,675
+299
| +9% | +$76.8K | 0.03% | 452 |
|
|
2024
Q4 | $911K | Sell |
3,376
-20
| -0.6% | -$5.39K | 0.03% | 442 |
|
|
2024
Q3 | $894K | Buy |
3,396
+3
| +0.1% | +$790 | 0.03% | 449 |
|
|
2024
Q2 | $847K | Buy |
3,393
+397
| +13% | +$99.1K | 0.03% | 430 |
|
|
2024
Q1 | $718K | Buy |
2,996
+254
| +9% | +$60.9K | 0.02% | 469 |
|
|
2023
Q4 | $598K | Buy |
2,742
+1,178
| +75% | +$257K | 0.02% | 450 |
|
|
2023
Q3 | $306K | Buy |
1,564
+1
| +0.1% | +$196 | 0.01% | 546 |
|
|
2023
Q2 | $317K | Sell |
1,563
-57
| -4% | -$11.6K | 0.01% | 546 |
|
|
2023
Q1 | $303K | Buy |
+1,620
| New | +$303K | 0.01% | 576 |
|
|
2022
Q3 | – | Sell |
-1,160
| Closed | -$200K | – | 630 |
|
|
2022
Q2 | $200K | Sell |
1,160
-36
| -3% | -$6.21K | 0.01% | 535 |
|
|
2022
Q1 | $249K | Sell |
1,196
-237
| -17% | -$49.3K | 0.02% | 466 |
|
|
2021
Q4 | $317K | Buy |
1,433
+120
| +9% | +$26.5K | 0.02% | 429 |
|
|
2021
Q3 | $264K | Buy |
1,313
+117
| +10% | +$23.5K | 0.02% | 450 |
|
|
2021
Q2 | $240K | Sell |
1,196
-205
| -15% | -$41.1K | 0.02% | 475 |
|
|
2021
Q1 | $260K | Buy |
+1,401
| New | +$260K | 0.02% | 427 |
|
|
2020
Q2 | – | Sell |
-919
| Closed | -$109K | – | 1344 |
|
|
2020
Q1 | $109K | Buy |
919
+502
| +120% | +$59.5K | 0.02% | 362 |
|
|
2019
Q4 | $62K | Buy |
417
+44
| +12% | +$6.54K | 0.01% | 501 |
|
|
2019
Q3 | $51K | Hold |
373
| – | – | 0.01% | 532 |
|
|
2019
Q2 | $50K | Sell |
373
-160
| -30% | -$21.4K | 0.01% | 506 |
|
|
2019
Q1 | $69K | Hold |
533
| – | – | 0.01% | 408 |
|
|
2018
Q4 | $61K | Hold |
533
| – | – | 0.01% | 395 |
|
|
2018
Q3 | $71K | Hold |
533
| – | – | 0.01% | 400 |
|
|
2018
Q2 | $66K | Buy |
+533
| New | +$66K | 0.01% | 412 |
|