Capasso Planning Partners’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 | – | Sell |
-1,938
| Closed | -$498K | – | 102 |
|
|
2025
Q1 | $498K | Hold |
1,938
| – | – | 0.21% | 69 |
|
|
2024
Q4 | $523K | Hold |
1,938
| – | – | 0.21% | 69 |
|
|
2024
Q3 | $510K | Hold |
1,938
| – | – | 0.15% | 95 |
|
|
2024
Q2 | $484K | Buy |
1,938
+621
| +47% | +$155K | 0.16% | 89 |
|
|
2024
Q1 | $316K | Buy |
+1,317
| New | +$316K | 0.13% | 85 |
|