Consilio Wealth Advisors’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
Q2 | $258K | Sell |
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|
2025
Q1 | $264K | Sell |
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|
2024
Q4 | $321K | Buy |
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|
2024
Q3 | $311K | Sell |
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|
2024
Q2 | $296K | Hold |
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|
2024
Q1 | $285K | Sell |
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|
2023
Q4 | $345K | Sell |
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|
2023
Q3 | $314K | Hold |
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|
2023
Q2 | $330K | Sell |
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|
2023
Q1 | $337K | Sell |
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|
2022
Q4 | $396K | Sell |
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|
2022
Q3 | $421K | Sell |
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|
2022
Q2 | $451K | Hold |
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|
2022
Q1 | $545K | Sell |
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|
2021
Q4 | $716K | Buy |
|