Aletheian Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Hold |
|
|||||
|
2025
Q1 | $455K | Hold |
|
|||||
|
2024
Q4 | $478K | Hold |
|
|||||
|
2024
Q3 | $466K | Hold |
|
|||||
|
2024
Q2 | $442K | Hold |
|
|||||
|
2024
Q1 | $425K | Hold |
|
|||||
|
2023
Q4 | $386K | Hold |
|
|||||
|
2023
Q3 | $347K | Hold |
|
|||||
|
2023
Q2 | $359K | Hold |
|
|||||
|
2023
Q1 | $331K | Hold |
|
|||||
|
2022
Q4 | $309K | Hold |
|
|||||
|
2022
Q3 | $290K | Hold |
|
|||||
|
2022
Q2 | $305K | Sell |
|
|||||
|
2022
Q1 | $431K | Sell |
|
|||||
|
2021
Q4 | $1.41M | Buy |
|