Cape Investment Advisory’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
Q2
$571 Hold
2025
Q1
$514 Hold
2024
Q4
$539 Hold
2024
Q3
$527 Hold
2024
Q2
$499 Hold
2024
Q1
$480 Hold
2023
Q4
$436 Sell
2023
Q3
$15.3K Hold
2023
Q2
$15.8K Hold
2023
Q1
$14.6K Buy