Breakwater Capital Group’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
Q3
$886K Sell
2025
Q2
$823K Buy
2025
Q1
$695K Sell
2024
Q4
$730K Hold
2024
Q3
$712K Hold
2024
Q2
$675K Hold
2024
Q1
$649K Sell
2023
Q4
$649K Hold
2023
Q3
$565K Buy
2023
Q2
$373K Hold
2023
Q1
$344K Buy
2022
Q4
$268K Buy