EnRich Financial Partners’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Sell |
5,619
-383
| -6% | -$109K | 0.49% | 22 |
|
|
2025
Q1 | $1.54M | Sell |
6,002
-45
| -0.7% | -$11.6K | 0.52% | 22 |
|
|
2024
Q4 | $1.63M | Sell |
6,047
-195
| -3% | -$52.6K | 0.54% | 22 |
|
|
2024
Q3 | $1.64M | Sell |
6,242
-132
| -2% | -$34.8K | 0.55% | 21 |
|
|
2024
Q2 | $1.59M | Sell |
6,374
-570
| -8% | -$142K | 0.58% | 21 |
|
|
2024
Q1 | $1.66M | Sell |
6,944
-134
| -2% | -$32.1K | 0.62% | 20 |
|
|
2023
Q4 | $1.54M | Buy |
+7,078
| New | +$1.54M | 0.64% | 21 |
|