W
Wealthquest’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205M | Buy |
718,552
+4,090
| +0.6% | +$1.17M | 16.17% | 1 |
|
|
2025
Q1 | $184M | Sell |
714,462
-4,054
| -0.6% | -$1.04M | 15.33% | 1 |
|
|
2024
Q4 | $194M | Buy |
718,516
+4,909
| +0.7% | +$1.32M | 15.77% | 1 |
|
|
2024
Q3 | $186M | Buy |
713,607
+646,240
| +959% | +$169M | 16.4% | 1 |
|
|
2024
Q2 | $169M | Sell |
67,367
-628,708
| -90% | -$1.57B | 17.97% | 1 |
|
|
2024
Q1 | $167M | Sell |
696,075
-54,993
| -7% | -$13.2M | 17.88% | 1 |
|
|
2023
Q4 | $164M | Buy |
751,068
+600
| +0.1% | +$131K | 18.16% | 1 |
|
|
2023
Q3 | $147M | Buy |
750,468
+2,302
| +0.3% | +$450K | 18.03% | 1 |
|
|
2023
Q2 | $152M | Sell |
748,166
-10,541
| -1% | -$2.14M | 18.12% | 1 |
|
|
2023
Q1 | $142M | Sell |
758,707
-3,123
| -0.4% | -$583K | 18.39% | 1 |
|
|
2022
Q4 | $133M | Buy |
761,830
+28,369
| +4% | +$4.94M | 17.08% | 1 |
|
|
2022
Q3 | $120M | Buy |
733,461
+73,148
| +11% | +$12M | 16.77% | 1 |
|
|
2022
Q2 | $114M | Sell |
660,313
-22,507
| -3% | -$3.88M | 17.17% | 1 |
|
|
2022
Q1 | $151M | Hold |
682,820
| – | – | 23.15% | 1 |
|
|
2021
Q4 | $151M | Buy |
682,820
+25,105
| +4% | +$5.55M | 23.15% | 1 |
|
|
2021
Q3 | $132M | Buy |
657,715
+4,692
| +0.7% | +$943K | 22.3% | 1 |
|
|
2021
Q2 | $131M | Sell |
653,023
-26,072
| -4% | -$5.23M | 22.42% | 1 |
|
|
2021
Q1 | $126M | Buy |
679,095
+17,433
| +3% | +$3.23M | 23.51% | 1 |
|
|
2020
Q4 | $116M | Buy |
661,662
+4,682
| +0.7% | +$823K | 24.88% | 1 |
|
|
2020
Q3 | $103M | Buy |
656,980
+1,377
| +0.2% | +$215K | 25.45% | 1 |
|
|
2020
Q2 | $93.8M | Buy |
+655,603
| New | +$93.8M | 23.84% | 1 |
|
|
2019
Q4 | $12.5M | Sell |
84,876
-6,602
| -7% | -$976K | 3.59% | 9 |
|
|
2019
Q3 | $12.5M | Buy |
91,478
+49,195
| +116% | +$6.71M | 4.17% | 6 |
|
|
2019
Q2 | $5.7M | Buy |
42,283
+12,086
| +40% | +$1.63M | 2.15% | 9 |
|
|
2019
Q1 | $3.92M | Buy |
30,197
+3,597
| +14% | +$467K | 1.48% | 17 |
|
|
2018
Q4 | $3.06M | Buy |
+26,600
| New | +$3.06M | 1.25% | 19 |
|