Beaird Harris Wealth Management, LLC Vanguard Large Cap ETF Transaction History

Beaird Harris Wealth Management, LLC

$1.08 Billion
Q4 2024

A detailed history of Beaird Harris Wealth Management, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 460 shares of VV stock, worth $119,788. This represents 0.01% of its overall portfolio holdings.

Number of Shares

460

Previous 460 -0.0%

Holding current value

$119,788

Previous $121,000 2.48%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 15, 2024	SELL	$227.27 - $251.65 $4,318 - $4,781	-19 Reduced 3.97%	460 $114,000
Q1 2024 May 15, 2024	BUY	$214.62 - $240.49 $4,077 - $4,569	19 Added 4.13%	479 $114,000
Q4 2023 Feb 27, 2024	SELL	$188.0 - $219.17 $14,664 - $17,095	-78 Reduced 14.5%	460 $100,000
Q3 2023 Nov 15, 2023	SELL	$195.09 - $209.59 $32,189 - $34,582	-165 Reduced 23.47%	538 $105,000
Q1 2023 Apr 24, 2023	BUY	$172.79 - $190.36 $13,650 - $15,038	79 Added 12.66%	703 $131,000
Q2 2022 Aug 12, 2022	BUY	$167.29 - $210.78 $167 - $210	1 Added 0.16%	624 $108,000
Q1 2022 May 27, 2022	BUY	$191.25 - $221.63 $3,251 - $3,767	17 Added 2.81%	623 $130,000
Q4 2021 May 17, 2022	BUY	$200.26 - $221.75 $121,357 - $134,380	606 New	606 $134,000

Others Institutions Holding VV

# of Institutions

1,272

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

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Beaird Harris Wealth Management, LLC Vanguard Large Cap ETF Transaction History