Archvest Wealth Advisors, Inc. Vanguard Large Cap ETF Transaction History

Archvest Wealth Advisors, Inc.

$137 Million
Q4 2024

A detailed history of Archvest Wealth Advisors, Inc. transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 1,446 shares of VV stock, worth $399,833. This represents 0.28% of its overall portfolio holdings.

Number of Shares

1,446

Previous 1,439 0.49%

Holding current value

$399,833

Previous $378,000 2.91%

% of portfolio

0.28%

Previous 0.23%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$260.27 - $280.65 $1,821 - $1,964	7 Added 0.49%	1,446 $389,000
Q3 2024 Nov 04, 2024	BUY	$236.92 - $263.4 $8,292 - $9,219	35 Added 2.49%	1,439 $378,000
Q1 2024 Apr 29, 2024	BUY	$214.62 - $240.49 $13,735 - $15,391	64 Added 4.78%	1,404 $336,000
Q4 2023 Jan 16, 2024	BUY	$188.0 - $219.17 $13,912 - $16,218	74 Added 5.85%	1,340 $292,000
Q3 2023 Nov 07, 2023	BUY	$195.09 - $209.59 $780 - $838	4 Added 0.32%	1,266 $247,000
Q2 2023 Jul 17, 2023	BUY	$184.38 - $202.72 $921 - $1,013	5 Added 0.4%	1,262 $255,000
Q1 2023 May 02, 2023	SELL	$172.79 - $190.36 $2.7 Million - $2.98 Million	-15,653 Reduced 92.57%	1,257 $234,000
Q4 2022 Feb 03, 2023	BUY	$162.98 - $185.93 $2.55 Million - $2.91 Million	15,662 Added 1254.97%	16,910 $2.95 Million
Q3 2022 Nov 09, 2022	BUY	$163.56 - $196.95 $817 - $984	5 Added 0.4%	1,248 $204,000
Q2 2022 Jul 26, 2022	BUY	$167.29 - $210.78 $669 - $843	4 Added 0.32%	1,243 $214,000
Q1 2022 May 03, 2022	BUY	$191.25 - $221.63 $573 - $664	3 Added 0.24%	1,239 $258,000
Q4 2021 Feb 14, 2022	BUY	$200.26 - $221.75 $247,521 - $274,083	1,236 New	1,236 $273,000

Others Institutions Holding VV

# of Institutions

1,268

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 Archvest Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Archvest Wealth Advisors, Inc. with notifications on news.

Account

Archvest Wealth Advisors, Inc. Vanguard Large Cap ETF Transaction History