Acorn Financial Advisory Services’s Vanguard Large-Cap ETF VV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.05M	Buy	3,516 +3	+0.1%	+$939	0.14%	71
2025 Q4	$1.11M	Sell	3,513 -35	-1%	-$10.9K	0.16%	65
2025 Q3	$1.09M	Sell	3,548 -6	-0.2%	-$1.78K	0.17%	65
2025 Q2	$1.01M	Sell	3,554 -116	-3%	-$30.6K	0.17%	67
2025 Q1	$943K	Sell	3,670 -392	-10%	-$106K	0.17%	70
2024 Q4	$1.1M	Sell	4,062 -363	-8%	-$98.4K	0.18%	64
2024 Q3	$1.17M	Sell	4,425 -13	-0.3%	-$3.3K	0.21%	54
2024 Q2	$1.11M	Sell	4,438 -22	-0.5%	-$5.29K	0.21%	58
2024 Q1	$1.07M	Sell	4,460 -278	-6%	-$63.6K	0.2%	67
2023 Q4	$1.03M	Sell	4,738 -544	-10%	-$111K	0.18%	87
2023 Q3	$1.03M	Buy	5,282 +4	+0.1%	+$815	0.18%	84
2023 Q2	$1.07M	Buy	5,278 +3	+0.1%	+$575	0.19%	77
2023 Q1	$985K	Buy	5,275 +190	+4%	+$34.6K	0.19%	78
2022 Q4	$886K	Buy	5,085 +326	+7%	+$57.2K	0.19%	80
2022 Q3	$778K	Buy	+4,759	New	+$865K	0.19%	84