Acorn Financial Advisory Services Inc Vanguard Large Cap ETF Transaction History

Acorn Financial Advisory Services Inc

$523 Million
Q4 2024

A detailed history of Acorn Financial Advisory Services Inc transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 4,062 shares of VV stock, worth $1.15 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

4,062

Previous 4,425 8.2%

Holding current value

$1.15 Million

Previous $1.17 Million 6.01%

% of portfolio

0.21%

Previous 0.23%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$260.27 - $280.65 $94,478 - $101,875	-363 Reduced 8.2%	4,062 $1.1 Million
Q3 2024 Nov 01, 2024	SELL	$236.92 - $263.4 $3,079 - $3,424	-13 Reduced 0.29%	4,425 $1.17 Million
Q2 2024 Aug 01, 2024	SELL	$227.27 - $251.65 $4,999 - $5,536	-22 Reduced 0.49%	4,438 $1.11 Million
Q1 2024 May 08, 2024	SELL	$214.62 - $240.49 $59,664 - $66,856	-278 Reduced 5.87%	4,460 $1.07 Million
Q4 2023 Jan 17, 2024	SELL	$188.0 - $219.17 $102,272 - $119,228	-544 Reduced 10.3%	4,738 $1.03 Million
Q3 2023 Oct 10, 2023	BUY	$195.09 - $209.59 $780 - $838	4 Added 0.08%	5,282 $1.03 Million
Q2 2023 Jul 20, 2023	BUY	$184.38 - $202.72 $553 - $608	3 Added 0.06%	5,278 $1.07 Million
Q1 2023 Apr 26, 2023	BUY	$172.79 - $190.36 $32,830 - $36,168	190 Added 3.74%	5,275 $985,000
Q4 2022 Jan 20, 2023	BUY	$162.98 - $185.93 $53,131 - $60,613	326 Added 6.85%	5,085 $0
Q3 2022 Oct 12, 2022	BUY	$163.56 - $196.95 $778,382 - $937,285	4,759 New	4,759 $778,000

Others Institutions Holding VV

# of Institutions

1,265

Shares Held

104M

Call Options Held

40K

Put Options Held

41.2K

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

More about VV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Acorn Financial Advisory Services Inc , based on Form 13F filings with the SEC.

News

Stay updated on Acorn Financial Advisory Services Inc with notifications on news.

Account

Acorn Financial Advisory Services Inc Vanguard Large Cap ETF Transaction History