WIA
World Investment Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.35M | Buy |
25,777
+599
| +2% | +$171K | 0.17% | 141 |
|
|
2025
Q1 | $6.47M | Buy |
25,178
+584
| +2% | +$150K | 0.17% | 147 |
|
|
2024
Q4 | $6.63M | Sell |
24,594
-1,371
| -5% | -$370K | 0.18% | 130 |
|
|
2024
Q3 | $6.84M | Buy |
25,965
+837
| +3% | +$220K | 0.21% | 114 |
|
|
2024
Q2 | $6.27M | Buy |
25,128
+23,066
| +1,119% | +$5.76M | 0.39% | 56 |
|
|
2024
Q1 | $494K | Buy |
2,062
+395
| +24% | +$94.7K | 0.07% | 221 |
|
|
2023
Q4 | $364K | Buy |
1,667
+5
| +0.3% | +$1.09K | 0.05% | 274 |
|
|
2023
Q3 | $325K | Sell |
1,662
-3
| -0.2% | -$587 | 0.06% | 189 |
|
|
2023
Q2 | $338K | Buy |
1,665
+1
| +0.1% | +$203 | 0.07% | 183 |
|
|
2023
Q1 | $311K | Sell |
1,664
-340
| -17% | -$63.5K | 0.06% | 178 |
|
|
2022
Q4 | $349K | Sell |
2,004
-5,749
| -74% | -$1M | 0.08% | 161 |
|
|
2022
Q3 | $1.27M | Buy |
7,753
+78
| +1% | +$12.8K | 0.3% | 53 |
|
|
2022
Q2 | $1.46M | Sell |
7,675
-189
| -2% | -$35.9K | 0.31% | 51 |
|
|
2022
Q1 | $1.64M | Buy |
7,864
+11
| +0.1% | +$2.29K | 0.34% | 53 |
|
|
2021
Q4 | $1.63M | Sell |
7,853
-600
| -7% | -$125K | 0.34% | 53 |
|
|
2021
Q3 | $1.7M | Sell |
8,453
-2,721
| -24% | -$547K | 0.38% | 46 |
|
|
2021
Q2 | $2.24M | Buy |
11,174
+92
| +0.8% | +$18.5K | 0.51% | 38 |
|
|
2021
Q1 | $2.12M | Sell |
11,082
-615
| -5% | -$117K | 0.51% | 38 |
|
|
2020
Q4 | $2.17M | Buy |
11,697
+10,194
| +678% | +$1.89M | 0.55% | 36 |
|
|
2020
Q3 | $235K | Buy |
+1,503
| New | +$235K | 0.08% | 144 |
|