CreativeOne 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 | $570K | Buy |
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|
2025
Q1 | $405K | Buy |
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|
2024
Q4 | $341K | Buy |
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|
2024
Q3 | $326K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $326K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $384K | Buy |
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|
2023
Q1 | $347K | Buy |
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|
2022
Q4 | $313K | Sell |
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|
2022
Q3 | $313K | Buy |
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|
2022
Q2 | $310K | Buy |
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|
2022
Q1 | $369K | Sell |
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|
2021
Q4 | $398K | Sell |
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|
2021
Q3 | $367K | Hold |
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|
2021
Q2 | $366K | Buy |
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|
2021
Q1 | $339K | Buy |
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