WealthPLAN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,216
| Closed | -$304K | – | 311 |
|
|
2024
Q2 | $304K | Sell |
1,216
-435
| -26% | -$109K | 0.03% | 251 |
|
|
2024
Q1 | $396K | Buy |
1,651
+505
| +44% | +$121K | 0.04% | 224 |
|
|
2023
Q4 | $250K | Buy |
+1,146
| New | +$250K | 0.03% | 286 |
|
|
2023
Q3 | – | Sell |
-146
| Closed | -$29.6K | – | 1164 |
|
|
2023
Q2 | $29.6K | Hold |
146
| – | – | ﹤0.01% | 603 |
|
|
2023
Q1 | $27.3K | Buy |
+146
| New | +$27.3K | ﹤0.01% | 666 |
|