Corient Private Wealth’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 | $32.6M | Sell |
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|
2025
Q1 | $32M | Sell |
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|
2024
Q4 | $36.3M | Sell |
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|
2024
Q3 | $35.6M | Buy |
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|
2024
Q2 | $31.8M | Buy |
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|
2024
Q1 | $24.9M | Buy |
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|
2023
Q4 | $22.6M | Sell |
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|
2023
Q3 | $20.9M | Buy |
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|
2023
Q2 | $21.7M | Sell |
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|
2023
Q1 | $20.5M | Buy |
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|
2022
Q4 | $17.6M | Buy |
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