Winslow Evans & Crocker’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $31K | Buy |
175
+90
| +106% | +$15K | 0.01% | 701 |
|
|
2020
Q3 | $13K | Hold |
85
| – | – | ﹤0.01% | 711 |
|
|
2020
Q2 | $12K | Sell |
85
-1
| -1% | -$135 | ﹤0.01% | 710 |
|
|
2020
Q1 | $12K | Hold |
86
| – | – | ﹤0.01% | 682 |
|
|
2019
Q4 | $14K | Hold |
86
| – | – | ﹤0.01% | 756 |
|
|
2019
Q3 | $12K | Hold |
86
| – | – | ﹤0.01% | 779 |
|
|
2019
Q2 | $12K | Hold |
86
| – | – | ﹤0.01% | 794 |
|
|
2019
Q1 | $12K | Sell |
86
-50
| -37% | -$6.25K | ﹤0.01% | 790 |
|
|
2018
Q4 | $16K | Hold |
136
| – | – | 0.01% | 681 |
|
|
2018
Q3 | $20K | Hold |
136
| – | – | 0.01% | 668 |
|
|
2018
Q2 | $18K | Hold |
136
| – | – | 0.01% | 700 |
|
|
2018
Q1 | $16.4K | Sell |
136
-134
| -50% | -$16.8K | 0.01% | 683 |
|
|
2017
Q4 | $33.1K | Hold |
270
| – | – | 0.01% | 569 |
|
|
2017
Q3 | $31.2K | Sell |
270
-90
| -25% | -$10.2K | 0.01% | 571 |
|
|
2017
Q2 | $40K | Hold |
360
| – | – | 0.01% | 607 |
|
|
2017
Q1 | $38.9K | Hold |
360
| – | – | 0.01% | 589 |
|
|
2016
Q4 | $36.9K | Hold |
360
| – | – | 0.01% | 603 |
|
|
2016
Q3 | $35.7K | Hold |
360
| – | – | 0.01% | 614 |
|
|
2016
Q2 | $34.5K | Hold |
360
| – | – | 0.01% | 599 |
|
|
2016
Q1 | $33.8K | Hold |
360
| – | – | 0.01% | 580 |
|
|
2015
Q4 | $33.7K | Hold |
360
| – | – | 0.01% | 617 |
|
|
2015
Q3 | $31.7K | Hold |
360
| – | – | 0.01% | 596 |
|
|
2015
Q2 | $34.1K | Hold |
360
| – | – | 0.01% | 636 |
|
|
2015
Q1 | $34.3K | Hold |
360
| – | – | 0.01% | 620 |
|
|
2014
Q4 | $34K | Hold |
360
| – | – | 0.01% | 614 |
|
|
2014
Q3 | $32.6K | Hold |
360
| – | – | 0.01% | 648 |
|
|
2014
Q2 | $32.4K | Hold |
360
| – | – | 0.01% | 577 |
|
|
2014
Q1 | $31K | Hold |
360
| – | – | 0.01% | 583 |
|
|
2013
Q4 | $31K | Buy |
+360
| New | +$29.3K | 0.01% | 601 |
|
Other funds holding VV
NMIFOAC
