BKM 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
$338K Hold
2025
Q1
$305K Hold
2024
Q4
$320K Sell
2024
Q3
$335K Sell
2024
Q2
$321K Hold
2024
Q1
$308K Sell
2023
Q4
$580K Buy