WANY
Wealthspire Advisors (New York)’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313M | Buy |
1,096,878
+227,460
| +26% | +$64.9M | 1.76% | 15 |
|
|
2025
Q1 | $223M | Buy |
869,418
+420,575
| +94% | +$108M | 1.34% | 17 |
|
|
2024
Q4 | $121M | Buy |
448,843
+8,217
| +2% | +$2.22M | 1.2% | 18 |
|
|
2024
Q3 | $116M | Buy |
440,626
+362
| +0.1% | +$95.3K | 1.18% | 17 |
|
|
2024
Q2 | $110M | Sell |
440,264
-3,163
| -0.7% | -$790K | 1.41% | 15 |
|
|
2024
Q1 | $106M | Sell |
443,427
-17,310
| -4% | -$4.15M | 1.42% | 15 |
|
|
2023
Q4 | $101M | Sell |
460,737
-21,057
| -4% | -$4.59M | 1.43% | 14 |
|
|
2023
Q3 | $94.3M | Buy |
481,794
+2,605
| +0.5% | +$510K | 1.56% | 14 |
|
|
2023
Q2 | $97.1M | Sell |
479,189
-5,303
| -1% | -$1.08M | 1.59% | 13 |
|
|
2023
Q1 | $90.5M | Buy |
484,492
+48,204
| +11% | +$9M | 1.55% | 13 |
|
|
2022
Q4 | $76M | Buy |
436,288
+91,121
| +26% | +$15.9M | 1.38% | 16 |
|
|
2022
Q3 | $56.5M | Buy |
345,167
+90,617
| +36% | +$14.8M | 1.18% | 15 |
|
|
2022
Q2 | $43.9M | Buy |
254,550
+101,032
| +66% | +$17.4M | 0.92% | 19 |
|
|
2022
Q1 | $32M | Buy |
153,518
+35,341
| +30% | +$7.37M | 0.72% | 20 |
|
|
2021
Q4 | $26.1M | Buy |
118,177
+1,977
| +2% | +$437K | 0.58% | 26 |
|
|
2021
Q3 | $23.3M | Sell |
116,200
-20,182
| -15% | -$4.05M | 0.48% | 33 |
|
|
2021
Q2 | $27.4M | Sell |
136,382
-2,718
| -2% | -$546K | 0.72% | 22 |
|
|
2021
Q1 | $25.8M | Sell |
139,100
-2,353
| -2% | -$436K | 0.61% | 27 |
|
|
2020
Q4 | $24.9M | Buy |
141,453
+23,067
| +19% | +$4.05M | 0.74% | 25 |
|
|
2020
Q3 | $18.5M | Sell |
118,386
-2,799
| -2% | -$438K | 1.1% | 15 |
|
|
2020
Q2 | $17.3M | Buy |
121,185
+9,329
| +8% | +$1.33M | 1.21% | 15 |
|
|
2020
Q1 | $13.2M | Buy |
111,856
+108,473
| +3,206% | +$12.8M | 0.56% | 29 |
|
|
2019
Q4 | $500K | Hold |
3,383
| – | – | 0.04% | 103 |
|
|
2019
Q3 | $461K | Buy |
+3,383
| New | +$461K | 0.04% | 92 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 51 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 785 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 151 |
|