BWM Planning’s Vanguard Large-Cap ETF VV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.25M	Hold	4,387	–	–	0.43%	37
2025 Q1	$1.13M	Sell	4,387 -573	-12%	-$147K	0.48%	36
2024 Q4	$1.34M	Hold	4,960	–	–	0.58%	34
2024 Q3	$1.31M	Buy	+4,960	New	+$1.31M	0.58%	34