Core 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 | $1.02M | Hold |
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|
2025
Q1 | $920K | Hold |
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|
2024
Q4 | $966K | Sell |
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|
2024
Q3 | $995K | Hold |
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|
2024
Q2 | $944K | Hold |
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|
2024
Q1 | $906K | Hold |
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|
2023
Q4 | $825K | Hold |
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|
2023
Q3 | $740K | Hold |
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|
2023
Q2 | $766K | Hold |
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|
2023
Q1 | $706K | Hold |
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|
2022
Q4 | $658K | Hold |
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|
2022
Q3 | $618K | Hold |
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|
2022
Q2 | $651K | Buy |
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