Forvis Wealth Advisors, LLC Vanguard Large Cap ETF Transaction History

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 5,227 shares of VV stock, worth $1.43 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,227

Previous 5,227 -0.0%

Holding current value

$1.43 Million

Previous $1.3 Million 5.52%

% of portfolio

0.03%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	SELL	$214.62 - $240.49 $14,164 - $15,872	-66 Reduced 1.25%	5,227 $1.25 Million
Q4 2023 Jan 11, 2024	SELL	$188.0 - $219.17 $18,612 - $21,697	-99 Reduced 1.84%	5,293 $1.15 Million
Q3 2023 Oct 25, 2023	BUY	$195.09 - $209.59 $166,801 - $179,199	855 Added 18.85%	5,392 $1.06 Million
Q2 2023 Aug 08, 2023	SELL	$184.38 - $202.72 $43,698 - $48,044	-237 Reduced 4.96%	4,537 $919,000
Q4 2022 Feb 02, 2023	SELL	$162.98 - $185.93 $4,889 - $5,577	-30 Reduced 0.62%	4,774 $831,000
Q3 2022 Oct 13, 2022	BUY	$163.56 - $196.95 $24,534 - $29,542	150 Added 3.22%	4,804 $786,000
Q2 2022 Jul 22, 2022	BUY	$167.29 - $210.78 $53,365 - $67,238	319 Added 7.36%	4,654 $802,000
Q3 2021 Oct 14, 2021	SELL	$199.12 - $212.29 $11,947 - $12,737	-60 Reduced 1.37%	4,335 $871,000
Q3 2020 Nov 05, 2020	SELL	$144.11 - $166.66 $63,840 - $73,830	-443 Reduced 9.16%	4,395 $688,000
Q2 2020 Jul 15, 2020	SELL	$113.24 - $149.5 $6,907 - $9,119	-61 Reduced 1.25%	4,838 $692,000
Q1 2020 Apr 10, 2020	SELL	$102.61 - $156.13 $4,001 - $6,089	-39 Reduced 0.79%	4,899 $580,000
Q3 2019 Oct 29, 2019	SELL	$135.59 - $138.25 $1,355 - $1,382	-10 Reduced 0.2%	4,938 $673,000
Q1 2019 Apr 10, 2019	BUY	N/A	449 Added 9.98%	4,948 $642,000
Q1 2018 Apr 20, 2018	BUY	N/A	169 Added 3.9%	4,499 $559,000
Q4 2017 Jan 18, 2018	BUY	N/A	815 Added 23.19%	4,330 $531,000
Q3 2017 Oct 13, 2017	BUY	N/A	3,515	3,515 $406,000

Others Institutions Holding VV

# of Institutions

1,181

Shares Held

102M

Call Options Held

29.3K

Put Options Held

132K

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 Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Account

Forvis Wealth Advisors, LLC Vanguard Large Cap ETF Transaction History