Dynamic Advisor Solutions’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
$1.05M Sell
2025
Q2
$1.02M Sell
2025
Q1
$917K Buy
2024
Q4
Sell
2024
Q3
$1.01M Sell
2024
Q2
$989K Buy
2024
Q1
$846K Buy
2023
Q4
$736K Sell
2023
Q3
$694K Sell
2023
Q2
$852K Buy
2023
Q1
$593K Sell
2022
Q4
$566K Sell
2022
Q3
$584K Sell
2022
Q2
$731K Buy
2022
Q1
$848K Buy
2021
Q4
$817K Sell
2021
Q3
$752K Sell
2021
Q2
$794K Buy
2021
Q1
$688K Buy
2020
Q4
$392K Buy
2020
Q3
$236K Buy