Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $22.7M | Buy |
145,355
+122,846
| +546% | +$19.2M | 0.8% | 24 |
|
|
2020
Q2 | $3.22M | Buy |
22,509
+9,213
| +69% | +$1.32M | 0.23% | 65 |
|
|
2020
Q1 | $1.58M | Buy |
+13,296
| New | +$1.58M | 0.14% | 99 |
|
|
2019
Q2 | – | Hold |
0
| – | -$1K | – | 2054 |
|
|
2019
Q1 | – | Hold |
0
| – | -$144K | – | 2402 |
|
|
2018
Q4 | – | Hold |
0
| – | -$166K | – | 494 |
|
|
2018
Q3 | – | Hold |
0
| – | -$155K | – | 506 |
|
|
2018
Q2 | – | Hold |
0
| – | -$149K | – | 542 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 568 |
|
|
2017
Q4 | – | Hold |
0
| – | -$141K | – | 2619 |
|
|
2017
Q3 | – | Hold |
0
| – | -$135K | – | 590 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 584 |
|