Winthrop Advisory Group’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 | $646K | Hold |
2,259
| – | – | 0.06% | 86 |
|
|
2025
Q1 | $581K | Buy |
2,259
+4
| +0.2% | +$1.03K | 0.07% | 80 |
|
|
2024
Q4 | $608K | Sell |
2,255
-93
| -4% | -$25.1K | 0.07% | 85 |
|
|
2024
Q3 | $620K | Buy |
2,348
+3
| +0.1% | +$792 | 0.08% | 77 |
|
|
2024
Q2 | $585K | Hold |
2,345
| – | – | 0.08% | 72 |
|
|
2024
Q1 | $562K | Buy |
2,345
+949
| +68% | +$227K | 0.08% | 72 |
|
|
2023
Q4 | $305K | Buy |
1,396
+200
| +17% | +$43.6K | 0.05% | 103 |
|
|
2023
Q3 | $234K | Buy |
+1,196
| New | +$234K | 0.04% | 112 |
|