Annex 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.55M | Sell |
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|
2025
Q2 | $1.45M | Hold |
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|
2025
Q1 | $1.31M | Hold |
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|
2024
Q4 | $1.37M | Hold |
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|
2024
Q3 | $1.34M | Buy |
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|
2024
Q2 | $416K | Hold |
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|
2024
Q1 | $400K | Sell |
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|
2023
Q4 | $437K | Sell |
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|
2023
Q3 | $396K | Hold |
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|
2023
Q2 | $410K | Sell |
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|
2023
Q1 | $381K | Buy |
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|
2022
Q4 | $332K | Sell |
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|
2022
Q3 | $328K | Buy |
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|
2022
Q2 | $341K | Sell |
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|
2022
Q1 | $495K | Buy |
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|
2021
Q4 | $433K | Buy |
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|
2021
Q3 | $337K | Sell |
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|
2021
Q2 | $382K | Buy |
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|
2021
Q1 | $349K | Buy |
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|
2020
Q4 | $319K | Buy |
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|
2020
Q3 | $272K | Hold |
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|
2020
Q2 | $248K | Buy |
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