AWM
AAF Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Hold |
787
| – | – | 0.1% | 44 |
|
|
2025
Q1 | $202K | Hold |
787
| – | – | 0.11% | 46 |
|
|
2024
Q4 | $212K | Sell |
787
-34
| -4% | -$9.17K | 0.11% | 44 |
|
|
2024
Q3 | $216K | Sell |
821
-20
| -2% | -$5.26K | 0.11% | 42 |
|
|
2024
Q2 | $210K | Sell |
841
-12
| -1% | -$3K | 0.11% | 41 |
|
|
2024
Q1 | $205K | Buy |
+853
| New | +$205K | 0.12% | 39 |
|