West Coast Financial’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 | – | Sell |
-1,200
| Closed | -$308K | – | 150 |
|
|
2025
Q1 | $308K | Hold |
1,200
| – | – | 0.04% | 138 |
|
|
2024
Q4 | $324K | Hold |
1,200
| – | – | 0.04% | 129 |
|
|
2024
Q3 | $316K | Hold |
1,200
| – | – | 0.03% | 138 |
|
|
2024
Q2 | $300K | Hold |
1,200
| – | – | 0.04% | 135 |
|
|
2024
Q1 | $288K | Sell |
1,200
-14
| -1% | -$3.36K | 0.03% | 134 |
|
|
2023
Q4 | $265K | Sell |
1,214
-65
| -5% | -$14.2K | 0.03% | 142 |
|
|
2023
Q3 | $250K | Sell |
1,279
-50
| -4% | -$9.79K | 0.04% | 130 |
|
|
2023
Q2 | $269K | Sell |
1,329
-150
| -10% | -$30.4K | 0.04% | 133 |
|
|
2023
Q1 | $276K | Hold |
1,479
| – | – | 0.04% | 119 |
|
|
2022
Q4 | $258K | Buy |
+1,479
| New | +$258K | 0.04% | 116 |
|
|
2022
Q3 | – | Sell |
-1,200
| Closed | -$207K | – | 131 |
|
|
2022
Q2 | $207K | Hold |
1,200
| – | – | 0.04% | 124 |
|
|
2022
Q1 | $250K | Hold |
1,200
| – | – | 0.04% | 120 |
|
|
2021
Q4 | $265K | Hold |
1,200
| – | – | 0.04% | 119 |
|
|
2021
Q3 | $241K | Hold |
1,200
| – | – | 0.04% | 118 |
|
|
2021
Q2 | $241K | Hold |
1,200
| – | – | 0.04% | 122 |
|
|
2021
Q1 | $222K | Hold |
1,200
| – | – | 0.04% | 119 |
|
|
2020
Q4 | $211K | Buy |
+1,200
| New | +$211K | 0.04% | 113 |
|