Beacon Financial Strategies’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
Q3 | $710K | Hold |
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|
2025
Q2 | $658K | Sell |
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|
2025
Q1 | $598K | Hold |
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|
2024
Q4 | $628K | Hold |
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|
2024
Q3 | $613K | Hold |
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|
2024
Q2 | $581K | Sell |
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|
2024
Q1 | $561K | Hold |
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|
2023
Q4 | $510K | Hold |
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|
2023
Q3 | $458K | Sell |
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|
2023
Q2 | $480K | Hold |
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|
2023
Q1 | $442K | Hold |
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|
2022
Q4 | $413K | Hold |
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|
2022
Q3 | $387K | Hold |
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|
2022
Q2 | $408K | Sell |
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|
2022
Q1 | $568K | Buy |
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|
2021
Q4 | $529K | Buy |
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|
2021
Q3 | $441K | Hold |
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|
2021
Q2 | $440K | Buy |
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