Beese Fulmer Investment Management’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 Q2	$367K	Buy	+1,287	New	+$367K	0.03%	216
2022 Q1	–	Sell	-957	Closed	-$212K	–	248
2021 Q4	$212K	Buy	+957	New	+$212K	0.02%	227
2020 Q3	–	Sell	-557	Closed	-$80K	–	547
2020 Q2	$80K	Buy	+557	New	+$80K	0.01%	266