WealthSource Partners’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $426K | Hold |
1,952
| – | – | 0.03% | 354 |
|
|
2023
Q3 | $382K | Hold |
1,952
| – | – | 0.03% | 363 |
|
|
2023
Q2 | $396K | Hold |
1,952
| – | – | 0.03% | 360 |
|
|
2023
Q1 | $365K | Hold |
1,952
| – | – | 0.02% | 366 |
|
|
2022
Q4 | $340K | Hold |
1,952
| – | – | 0.02% | 373 |
|
|
2022
Q3 | $319K | Hold |
1,952
| – | – | 0.02% | 384 |
|
|
2022
Q2 | $336K | Sell |
1,952
-824
| -30% | -$142K | 0.02% | 376 |
|
|
2022
Q1 | $579K | Buy |
+2,776
| New | +$579K | 0.04% | 316 |
|