Wealthspire Advisors (New York)’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313M | Buy |
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|
2025
Q1 | $223M | Buy |
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|
2024
Q4 | $121M | Buy |
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|
2024
Q3 | $116M | Buy |
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|
2024
Q2 | $110M | Sell |
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|
2024
Q1 | $106M | Sell |
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|
2023
Q4 | $101M | Sell |
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|
2023
Q3 | $94.3M | Buy |
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|
2023
Q2 | $97.1M | Sell |
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|
2023
Q1 | $90.5M | Buy |
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|
2022
Q4 | $76M | Buy |
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|
2022
Q3 | $56.5M | Buy |
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|
2022
Q2 | $43.9M | Buy |
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|
2022
Q1 | $32M | Buy |
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|
2021
Q4 | $26.1M | Buy |
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|
2021
Q3 | $23.3M | Sell |
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|
2021
Q2 | $27.4M | Sell |
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|
2021
Q1 | $25.8M | Sell |
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|
2020
Q4 | $24.9M | Buy |
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|
2020
Q3 | $18.5M | Sell |
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|
2020
Q2 | $17.3M | Buy |
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|
2020
Q1 | $13.2M | Buy |
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|
2019
Q4 | $500K | Hold |
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|
2019
Q3 | $461K | Buy |
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|
2019
Q2 | – | Hold |
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|
2019
Q1 | – | Hold |
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|
2018
Q4 | – | Hold |
|