AWP
Avid Wealth Partners’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,340
| Closed | -$601K | – | 62 |
|
|
2025
Q1 | $601K | Buy |
2,340
+1,344
| +135% | +$345K | 0.41% | 33 |
|
|
2024
Q4 | $269K | Sell |
996
-225
| -18% | -$60.7K | 0.19% | 40 |
|
|
2024
Q3 | $321K | Sell |
1,221
-355
| -23% | -$93.5K | 0.23% | 31 |
|
|
2024
Q2 | $393K | Buy |
+1,576
| New | +$393K | 0.31% | 30 |
|