Welch & Forbes’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Hold |
884
| – | – | ﹤0.01% | 348 |
|
|
2025
Q1 | $227K | Hold |
884
| – | – | ﹤0.01% | 347 |
|
|
2024
Q4 | $238K | Buy |
+884
| New | +$238K | ﹤0.01% | 352 |
|
|
2018
Q1 | – | Sell |
-4,400
| Closed | -$539K | – | 365 |
|
|
2017
Q4 | $539K | Buy |
+4,400
| New | +$539K | 0.01% | 230 |
|
|
2016
Q1 | – | Sell |
-3,000
| Closed | -$281K | – | 358 |
|
|
2015
Q4 | $281K | Hold |
3,000
| – | – | 0.01% | 277 |
|
|
2015
Q3 | $264K | Hold |
3,000
| – | – | 0.01% | 297 |
|
|
2015
Q2 | $284K | Buy |
+3,000
| New | +$284K | 0.01% | 292 |
|