CIAS
CFS Investment Advisory Services’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
5,832
-1,863
| -24% | -$532K | 0.14% | 130 |
|
|
2025
Q1 | $1.98M | Buy |
7,695
+3,966
| +106% | +$1.02M | 0.18% | 108 |
|
|
2024
Q4 | $1.01M | Sell |
3,729
-103
| -3% | -$27.8K | 0.09% | 156 |
|
|
2024
Q3 | $1.01M | Sell |
3,832
-75
| -2% | -$19.7K | 0.08% | 153 |
|
|
2024
Q2 | $975K | Buy |
+3,907
| New | +$975K | 0.08% | 144 |
|
|
2023
Q3 | – | Sell |
-1,281
| Closed | -$260K | – | 254 |
|
|
2023
Q2 | $260K | Buy |
+1,281
| New | +$260K | 0.03% | 220 |
|
|
2022
Q2 | – | Sell |
-21,891
| Closed | – | – | 528 |
|
|
2022
Q1 | $0 | Buy |
+21,891
| New | – | ﹤0.01% | 551 |
|