EFN
Equita Financial Network’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,624
| Closed | -$1.19M | – | 91 |
|
|
2025
Q1 | $1.19M | Sell |
4,624
-140
| -3% | -$36K | 0.42% | 39 |
|
|
2024
Q4 | $1.28M | Sell |
4,764
-270
| -5% | -$72.8K | 0.46% | 36 |
|
|
2024
Q3 | $1.33M | Buy |
5,034
+334
| +7% | +$88K | 0.48% | 37 |
|
|
2024
Q2 | $1.17M | Buy |
4,700
+137
| +3% | +$34.2K | 0.49% | 37 |
|
|
2024
Q1 | $1.09M | Buy |
4,563
+1,527
| +50% | +$366K | 0.49% | 39 |
|
|
2023
Q4 | $662K | Sell |
3,036
-120
| -4% | -$26.2K | 0.35% | 42 |
|
|
2023
Q3 | $618K | Buy |
+3,156
| New | +$618K | 0.38% | 39 |
|