Beaird Harris Wealth Management’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
Q2 | $128K | Sell |
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|
2025
Q1 | $118K | Hold |
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|
2024
Q4 | $124K | Hold |
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|
2024
Q3 | $121K | Hold |
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|
2024
Q2 | $115K | Sell |
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|
2024
Q1 | $115K | Buy |
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|
2023
Q4 | $100K | Sell |
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|
2023
Q3 | $105K | Sell |
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|
2023
Q2 | $143K | Hold |
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|
2023
Q1 | $131K | Buy |
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|
2022
Q4 | $109K | Hold |
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|
2022
Q3 | $102K | Hold |
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|
2022
Q2 | $108K | Buy |
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|
2022
Q1 | $130K | Buy |
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|
2021
Q4 | $134K | Buy |
|