Cassaday & Co Wealth Management’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
$791K Hold
2,773
0.02% 156
2025
Q1
$713K Sell
2,773
-36
-1% -$9.25K 0.02% 155
2024
Q4
$758K Buy
2,809
+36
+1% +$9.71K 0.02% 148
2024
Q3
$730K Hold
2,773
0.02% 150
2024
Q2
$692K Hold
2,773
0.02% 144
2024
Q1
$665K Buy
2,773
+119
+4% +$28.5K 0.02% 148
2023
Q4
$579K Hold
2,654
0.02% 153
2023
Q3
$519K Hold
2,654
0.02% 144
2023
Q2
$538K Hold
2,654
0.02% 147
2023
Q1
$496K Sell
2,654
-199
-7% -$37.2K 0.02% 152
2022
Q4
$497K Buy
+2,853
New +$497K 0.02% 147