Avion Wealth’s Vanguard Large-Cap ETF VV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Hold
851
0.06% 80
2025
Q1
$229K Hold
851
0.06% 77
2024
Q4
$229K Sell
851
-35
-4% -$9.42K 0.06% 77
2024
Q3
$233K Buy
886
+1
+0.1% +$263 0.06% 77
2024
Q2
$221K Sell
885
-25
-3% -$6.24K 0.06% 71
2024
Q1
$219K Hold
910
0.06% 76
2023
Q4
$199K Buy
910
+24
+3% +$5.25K 0.06% 74
2023
Q3
$173K Hold
886
0.05% 73
2023
Q2
$179K Hold
886
0.05% 76
2023
Q1
$154K Hold
886
0.04% 77
2022
Q4
$144K Hold
886
0.04% 80
2022
Q3
$145K Hold
886
0.05% 80
2022
Q2
$153K Hold
886
0.05% 71
2022
Q1
$185K Hold
886
0.05% 61
2021
Q4
$196K Sell
886
-45
-5% -$9.96K 0.06% 57
2021
Q3
$187K Hold
931
0.06% 52
2021
Q2
$187K Buy
931
+787
+547% +$158K 0.06% 53
2021
Q1
$27K Hold
144
0.01% 154
2020
Q4
$25K Hold
144
0.01% 170
2020
Q3
$23K Hold
144
0.01% 130
2020
Q2
$21K Hold
144
0.01% 127
2020
Q1
$17K Buy
+144
New +$17K 0.01% 137