CFS
CGC Financial 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 | $779K | Hold |
2,731
| – | – | 0.26% | 22 |
|
|
2025
Q1 | $702K | Hold |
2,731
| – | – | 0.28% | 20 |
|
|
2024
Q4 | $737K | Sell |
2,731
-376
| -12% | -$101K | 0.29% | 20 |
|
|
2024
Q3 | $818K | Sell |
3,107
-100
| -3% | -$26.3K | 0.33% | 19 |
|
|
2024
Q2 | $801K | Hold |
3,207
| – | – | 0.35% | 19 |
|
|
2024
Q1 | $769K | Sell |
3,207
-346
| -10% | -$83K | 0.4% | 18 |
|
|
2023
Q4 | $775K | Hold |
3,553
| – | – | 0.36% | 26 |
|
|
2023
Q3 | $695K | Hold |
3,553
| – | – | 0.49% | 20 |
|
|
2023
Q2 | $720K | Buy |
+3,553
| New | +$720K | 0.47% | 20 |
|