WestHill Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $82K | Hold |
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|
2023
Q2 | $84.9K | Sell |
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|
2023
Q1 | $104K | Hold |
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|
2022
Q4 | $97.4K | Buy |
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|
2022
Q3 | $69K | Hold |
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|
2022
Q2 | $72K | Hold |
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|
2022
Q1 | $87K | Hold |
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|
2021
Q4 | $93K | Hold |
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|
2021
Q3 | $84K | Buy |
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|
2021
Q1 | $78K | Hold |
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|
2020
Q4 | $74K | Buy |
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