YHB Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.79M | Buy |
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|
2025
Q2 | $2.53M | Buy |
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|
2025
Q1 | $2.26M | Sell |
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|
2024
Q4 | $2.38M | Sell |
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|
2024
Q3 | $2.33M | Hold |
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|
2024
Q2 | $2.21M | Buy |
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|
2024
Q1 | $2.1M | Hold |
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|
2023
Q4 | $1.91M | Sell |
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|
2023
Q3 | $1.84M | Hold |
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|
2023
Q2 | $1.91M | Buy |
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|
2023
Q1 | $1.7M | Sell |
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|
2022
Q4 | $1.59M | Buy |
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|
2022
Q3 | $1.43M | Buy |
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|
2022
Q2 | $1.34M | Buy |
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|
2022
Q1 | $1.57M | Buy |
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|
2021
Q4 | $1.59M | Buy |
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|
2021
Q3 | $1.41M | Buy |
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|
2021
Q2 | $1.4M | Buy |
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|
2021
Q1 | $1.35M | Sell |
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|
2020
Q4 | $1.23M | Sell |
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|
2020
Q3 | $1.1M | Buy |
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