EFG
Embree Financial Group’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $748K | Buy |
2,622
+72
| +3% | +$20.5K | 0.11% | 112 |
|
|
2025
Q1 | $656K | Hold |
2,550
| – | – | 0.11% | 116 |
|
|
2024
Q4 | $688K | Hold |
2,550
| – | – | 0.12% | 105 |
|
|
2024
Q3 | $671K | Sell |
2,550
-59
| -2% | -$15.5K | 0.12% | 104 |
|
|
2024
Q2 | $651K | Sell |
2,609
-92
| -3% | -$23K | 0.13% | 96 |
|
|
2024
Q1 | $648K | Sell |
2,701
-804
| -23% | -$193K | 0.13% | 98 |
|
|
2023
Q4 | $765K | Buy |
+3,505
| New | +$765K | 0.16% | 84 |
|