ZF
Zhang Financial’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.45M | Buy |
12,076
+8,989
| +291% | +$2.56M | 0.16% | 78 |
|
|
2025
Q1 | $793K | Hold |
3,087
| – | – | 0.04% | 181 |
|
|
2024
Q4 | $833K | Hold |
3,087
| – | – | 0.05% | 169 |
|
|
2024
Q3 | $813K | Hold |
3,087
| – | – | 0.05% | 165 |
|
|
2024
Q2 | $771K | Sell |
3,087
-48
| -2% | -$12K | 0.05% | 157 |
|
|
2024
Q1 | $752K | Hold |
3,135
| – | – | 0.06% | 164 |
|
|
2023
Q4 | $684K | Hold |
3,135
| – | – | 0.06% | 156 |
|
|
2023
Q3 | $613K | Sell |
3,135
-983
| -24% | -$192K | 0.06% | 145 |
|
|
2023
Q2 | $835K | Hold |
4,118
| – | – | 0.09% | 130 |
|
|
2023
Q1 | $769K | Buy |
4,118
+798
| +24% | +$149K | 0.09% | 124 |
|
|
2022
Q4 | $578K | Sell |
3,320
-847
| -20% | -$148K | 0.07% | 136 |
|
|
2022
Q3 | $682K | Buy |
4,167
+312
| +8% | +$51.1K | 0.1% | 108 |
|
|
2022
Q2 | $664K | Buy |
3,855
+1,044
| +37% | +$180K | 0.11% | 108 |
|
|
2022
Q1 | $586K | Buy |
2,811
+136
| +5% | +$28.4K | 0.1% | 122 |
|
|
2021
Q4 | $591K | Hold |
2,675
| – | – | 0.1% | 105 |
|
|
2021
Q3 | $537K | Hold |
2,675
| – | – | 0.12% | 86 |
|
|
2021
Q2 | $537K | Buy |
2,675
+541
| +25% | +$109K | 0.13% | 75 |
|
|
2021
Q1 | $395K | Buy |
+2,134
| New | +$395K | 0.11% | 84 |
|
|
2020
Q3 | – | Sell |
-3,111
| Closed | -$459K | – | 101 |
|
|
2020
Q2 | $459K | Hold |
3,111
| – | – | 0.18% | 56 |
|
|
2020
Q1 | $397K | Buy |
+3,111
| New | +$397K | 0.18% | 56 |
|