CFP
Cascade Financial Partners’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.2M | Sell |
21,719
-133
| -0.6% | -$37.9K | 0.74% | 27 |
|
|
2025
Q1 | $5.62M | Sell |
21,852
-2,112
| -9% | -$543K | 0.71% | 29 |
|
|
2024
Q4 | $6.46M | Sell |
23,964
-284
| -1% | -$76.6K | 0.84% | 22 |
|
|
2024
Q3 | $6.5M | Sell |
24,248
-1,482
| -6% | -$397K | 0.81% | 24 |
|
|
2024
Q2 | $6.42M | Sell |
25,730
-530
| -2% | -$132K | 0.84% | 21 |
|
|
2024
Q1 | $6.16M | Buy |
+26,260
| New | +$6.16M | 0.89% | 21 |
|