WealthOne’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $212K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $224K | Hold |
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|
2021
Q4 | $238K | Sell |
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|
2021
Q3 | $219K | Hold |
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|
2021
Q2 | $218K | Sell |
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|
2021
Q1 | $217K | Hold |
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|
2020
Q4 | $206K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $258K | Hold |
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|
2020
Q1 | $214K | Hold |
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|
2019
Q4 | $267K | Hold |
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|
2019
Q3 | $246K | Hold |
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|
2019
Q2 | $243K | Buy |
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|
2019
Q1 | $235K | Sell |
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|
2018
Q4 | $208K | Buy |
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