BWM
BKM Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Hold |
1,185
| – | – | 0.13% | 122 |
|
|
2025
Q1 | $305K | Hold |
1,185
| – | – | 0.13% | 126 |
|
|
2024
Q4 | $320K | Sell |
1,185
-89
| -7% | -$24K | 0.13% | 130 |
|
|
2024
Q3 | $335K | Sell |
1,274
-12
| -0.9% | -$3.16K | 0.14% | 126 |
|
|
2024
Q2 | $321K | Hold |
1,286
| – | – | 0.15% | 125 |
|
|
2024
Q1 | $308K | Sell |
1,286
-1,372
| -52% | -$329K | 0.13% | 132 |
|
|
2023
Q4 | $580K | Buy |
+2,658
| New | +$580K | 0.25% | 92 |
|