Beese Fulmer Investment 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
$367K Buy
2022
Q1
Sell
2021
Q4
$212K Buy
2020
Q3
Sell
2020
Q2
$80K Buy