YIA
YHB 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 | $2.53M | Buy |
8,852
+62
| +0.7% | +$17.7K | 0.2% | 106 |
|
|
2025
Q1 | $2.26M | Sell |
8,790
-40
| -0.5% | -$10.3K | 0.19% | 113 |
|
|
2024
Q4 | $2.38M | Sell |
8,830
-20
| -0.2% | -$5.39K | 0.2% | 107 |
|
|
2024
Q3 | $2.33M | Hold |
8,850
| – | – | 0.19% | 105 |
|
|
2024
Q2 | $2.21M | Buy |
8,850
+110
| +1% | +$27.5K | 0.19% | 109 |
|
|
2024
Q1 | $2.1M | Hold |
8,740
| – | – | 0.19% | 113 |
|
|
2023
Q4 | $1.91M | Sell |
8,740
-670
| -7% | -$146K | 0.18% | 115 |
|
|
2023
Q3 | $1.84M | Hold |
9,410
| – | – | 0.17% | 117 |
|
|
2023
Q2 | $1.91M | Buy |
9,410
+295
| +3% | +$59.8K | 0.18% | 119 |
|
|
2023
Q1 | $1.7M | Sell |
9,115
-5
| -0.1% | -$934 | 0.17% | 117 |
|
|
2022
Q4 | $1.59M | Buy |
9,120
+360
| +4% | +$62.7K | 0.17% | 116 |
|
|
2022
Q3 | $1.43M | Buy |
8,760
+955
| +12% | +$156K | 0.16% | 120 |
|
|
2022
Q2 | $1.35M | Buy |
7,805
+290
| +4% | +$50K | 0.14% | 128 |
|
|
2022
Q1 | $1.57M | Buy |
7,515
+320
| +4% | +$66.7K | 0.14% | 132 |
|
|
2021
Q4 | $1.59M | Buy |
7,195
+160
| +2% | +$35.4K | 0.13% | 148 |
|
|
2021
Q3 | $1.41M | Buy |
7,035
+85
| +1% | +$17.1K | 0.12% | 152 |
|
|
2021
Q2 | $1.4M | Buy |
6,950
+60
| +0.9% | +$12K | 0.12% | 153 |
|
|
2021
Q1 | $1.35M | Sell |
6,890
-110
| -2% | -$21.5K | 0.12% | 153 |
|
|
2020
Q4 | $1.23M | Sell |
7,000
-30
| -0.4% | -$5.27K | 0.12% | 150 |
|
|
2020
Q3 | $1.1M | Buy |
+7,030
| New | +$1.1M | 0.12% | 149 |
|