| Q1 2024 |
984 |
$3.45B |
+$207M |
-$129M |
+$77.4M |
VV, CEF, AAPL, MSFT, VTV, SPY |
13F-HR |
5/8/2024, 01:04 PM |
| Q4 2023 |
949 |
$3.12B |
+$202M |
-$156M |
+$45.9M |
VV, AAPL, CEF, VTV, MSFT, SPY |
13F-HR |
1/25/2024, 03:59 PM |
| Q3 2023 |
973 |
$2.84B |
+$113M |
-$371M |
-$257M |
CEF, VV, AAPL, VTV, SPY, VO |
13F-HR |
11/14/2023, 11:43 AM |
| Q2 2023 |
998 |
$3.2B |
+$197M |
-$126M |
+$70.9M |
VV, AAPL, CEF, VO, VTEB, VTV |
13F-HR |
8/14/2023, 01:34 PM |
| Q1 2023 |
910 |
$3B |
+$221M |
-$138M |
+$83.8M |
VV, CEF, AAPL, VO, VTV, VTEB |
13F-HR |
5/12/2023, 01:59 PM |
| Q4 2022 |
876 |
$2.77B |
|
|
|
VV, CEF, VTV, AAPL, VO, SPY |
13F-HR |
2/7/2023, 02:11 PM |