Burk Holdings’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
$233K Sell
817
-148
-15% -$42.2K 0.15% 56
2025
Q1
$248K Buy
965
+148
+18% +$38K 0.19% 51
2024
Q4
$220K Buy
+817
New +$220K 0.18% 53