Beacon Financial Advisory’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 Q1	–	Sell	-996	Closed	-$269K	–	338
2024 Q4	$269K	Buy	996 +171	+21%	+$46.1K	0.09%	245
2024 Q3	$217K	Buy	+825	New	+$217K	0.07%	271