Colonial Trust’s Vanguard Large-Cap ETF VV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$145K Sell
2025
Q2
$138K Hold
2025
Q1
$124K Sell
2024
Q4
$135K Hold
2024
Q3
$132K Hold
2024
Q2
$125K Hold
2024
Q1
$120K Hold
2023
Q4
$109K Buy
2023
Q3
$96.9K Hold
2023
Q2
$100K Hold
2023
Q1
$92.5K Hold
2022
Q4
$86.2K Buy