Beaird Harris Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Beaird Harris Wealth Management’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$181K	Hold	526	–	–	0.01%	147
2026 Q1	$157K	Buy	526 +76	+17%	+$23.8K	0.01%	148
2025 Q4	$142K	Hold	450	–	–	0.01%	160
2025 Q3	$139K	Hold	450	–	–	0.01%	154
2025 Q2	$128K	Sell	450 -10	-2%	-$2.63K	0.01%	160
2025 Q1	$118K	Hold	460	–	–	0.01%	152
2024 Q4	$124K	Hold	460	–	–	0.01%	152
2024 Q3	$121K	Hold	460	–	–	0.01%	159
2024 Q2	$115K	Sell	460 -19	-4%	-$4.56K	0.01%	155
2024 Q1	$115K	Buy	479 +19	+4%	+$4.35K	0.01%	149
2023 Q4	$100K	Sell	460 -78	-14%	-$15.9K	0.01%	141
2023 Q3	$105K	Sell	538 -165	-23%	-$33.6K	0.01%	126
2023 Q2	$143K	Hold	703	–	–	0.02%	118
2023 Q1	$131K	Buy	703 +79	+13%	+$14.4K	0.02%	113
2022 Q4	$109K	Hold	624	–	–	0.02%	126
2022 Q3	$102K	Hold	624	–	–	0.02%	113
2022 Q2	$108K	Buy	624 +1	+0.2%	+$188	0.03%	90
2022 Q1	$130K	Buy	623 +17	+3%	+$3.49K	0.05%	111
2021 Q4	$134K	Buy	+606	New	+$130K	0.05%	139

Other funds holding VV

Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Atmos Advisory Pittsburgh, Pennsylvania $191M AUM 12.84% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return