Envision Financial’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
$566K Hold
1,986
0.38% 35
2025
Q1
$510K Buy
1,986
+5
+0.3% +$1.29K 0.38% 34
2024
Q4
$534K Buy
+1,981
New +$534K 0.43% 32