BRIA
Balanced Rock Investment Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Buy |
8,033
+1,786
| +29% | +$510K | 1.8% | 19 |
|
|
2025
Q1 | $1.61M | Buy |
6,247
+177
| +3% | +$45.5K | 1.28% | 25 |
|
|
2024
Q4 | $1.64M | Buy |
6,070
+338
| +6% | +$91.2K | 1.3% | 25 |
|
|
2024
Q3 | $1.51M | Sell |
5,732
-121
| -2% | -$31.9K | 1.18% | 26 |
|
|
2024
Q2 | $1.46M | Buy |
5,853
+273
| +5% | +$68.1K | 1.23% | 24 |
|
|
2024
Q1 | $1.34M | Buy |
5,580
+2,474
| +80% | +$593K | 1.14% | 27 |
|
|
2023
Q4 | $678K | Buy |
+3,106
| New | +$678K | 0.6% | 38 |
|