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
Q4 | $1.1M | Buy |
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|
2025
Q3 | $1.05M | Sell |
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|
2025
Q2 | $1.02M | Sell |
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|
2025
Q1 | $917K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $989K | Buy |
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|
2024
Q1 | $846K | Buy |
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|
2023
Q4 | $736K | Sell |
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|
2023
Q3 | $694K | Sell |
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|
2023
Q2 | $852K | Buy |
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|
2023
Q1 | $593K | Sell |
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|
2022
Q4 | $566K | Sell |
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|
2022
Q3 | $584K | Sell |
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|
2022
Q2 | $731K | Buy |
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|
2022
Q1 | $848K | Buy |
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|
2021
Q4 | $817K | Sell |
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|
2021
Q3 | $752K | Sell |
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|
2021
Q2 | $794K | Buy |
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|
2021
Q1 | $688K | Buy |
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|
2020
Q4 | $392K | Buy |
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|
2020
Q3 | $236K | Buy |
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