Balanced Rock Investment 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
Q4
$2.44M Sell
2025
Q3
$2.4M Sell
2025
Q2
$2.29M Buy
2025
Q1
$1.61M Buy
2024
Q4
$1.64M Buy
2024
Q3
$1.51M Sell
2024
Q2
$1.46M Buy
2024
Q1
$1.34M Buy
2023
Q4
$678K Buy