CWM
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Centric Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Centric Wealth Management’s Portfolio VV Stock Details VV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$458K Buy
1,555
+719
+86% +$212K 0.11% 121
2025
Q1 		$215K Buy
+836
New +$215K 0.06% 159