WFA
WestHill Financial Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-419
| Closed | -$82K | – | 115 |
|
|
2023
Q3 | $82K | Hold |
419
| – | – | 0.02% | 78 |
|
|
2023
Q2 | $84.9K | Sell |
419
-140
| -25% | -$28.4K | 0.02% | 77 |
|
|
2023
Q1 | $104K | Hold |
559
| – | – | 0.03% | 75 |
|
|
2022
Q4 | $97.4K | Buy |
559
+140
| +33% | +$24.4K | 0.03% | 76 |
|
|
2022
Q3 | $69K | Hold |
419
| – | – | 0.02% | 74 |
|
|
2022
Q2 | $72K | Hold |
419
| – | – | 0.02% | 77 |
|
|
2022
Q1 | $87K | Hold |
419
| – | – | 0.03% | 82 |
|
|
2021
Q4 | $93K | Hold |
419
| – | – | 0.03% | 84 |
|
|
2021
Q3 | $84K | Buy |
+419
| New | +$84K | 0.03% | 72 |
|
|
2021
Q1 | $78K | Hold |
419
| – | – | 0.03% | 64 |
|
|
2020
Q4 | $74K | Buy |
+419
| New | +$74K | 0.03% | 66 |
|