Baker Tilly Wealth Management’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
Q1
Sell
2024
Q4
$260K Buy
2024
Q1
Sell
2023
Q4
$597K Buy
2023
Q1
Sell
2022
Q4
$4.34M Buy
2022
Q2
Sell
2022
Q1
$1.52M Buy