A detailed history of Consilio Wealth Advisors, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 1,187 shares of VV stock, worth $312,014. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,187
Previous 1,187 -0.0%
Holding current value
$312,014
Previous $284,000 4.23%
% of portfolio
0.13%
Previous 0.13%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

SELL
$214.62 - $240.49 $84,989 - $95,234
-396 Reduced 25.02%
1,187 $284,000
Q4 2023

Jan 11, 2024

SELL
$188.0 - $219.17 $8,648 - $10,081
-46 Reduced 2.82%
1,583 $345,000
Q2 2023

Jul 13, 2023

SELL
$184.38 - $202.72 $31,897 - $35,070
-173 Reduced 9.6%
1,629 $330,000
Q1 2023

Apr 06, 2023

SELL
$172.79 - $190.36 $81,384 - $89,659
-471 Reduced 20.72%
1,802 $336,000
Q4 2022

Jan 25, 2023

SELL
$162.98 - $185.93 $49,382 - $56,336
-303 Reduced 11.76%
2,273 $0
Q3 2022

Oct 20, 2022

SELL
$163.56 - $196.95 $6,542 - $7,878
-40 Reduced 1.53%
2,576 $421,000
Q1 2022

May 16, 2022

SELL
$191.25 - $221.63 $119,531 - $138,518
-625 Reduced 19.28%
2,616 $545,000
Q4 2021

Feb 14, 2022

BUY
$200.26 - $221.75 $649,042 - $718,691
3,241 New
3,241 $716,000

Others Institutions Holding VV

About VANGUARD LARGE-CAP ETF


  • Ticker VV
  • Sector ETFs
  • Industry ETFs
More about VV
Track This Portfolio

Track Consilio Wealth Advisors, LLC Portfolio

Follow Consilio Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Consilio Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Consilio Wealth Advisors, LLC with notifications on news.