WA
WESPAC Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-1,418
| Closed | -$263K | – | 168 |
|
2021
Q1 | $263K | Hold |
1,418
| – | – | 0.2% | 132 |
|
2020
Q4 | $249K | Buy |
+1,418
| New | +$249K | 0.19% | 123 |
|
2015
Q1 | – | Sell |
-5,086
| Closed | -$480K | – | 139 |
|
2014
Q4 | $480K | Buy |
+5,086
| New | +$480K | 0.34% | 76 |
|