Ethos Financial Group’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	$856K	Buy	2,993 +1,121	+60%	+$321K	0.07%	187
2025 Q1	$505K	Hold	1,872	–	–	0.05%	231
2024 Q4	$505K	Sell	1,872 -2,327	-55%	-$628K	0.07%	155
2024 Q3	$1.11M	Buy	+4,199	New	+$1.11M	0.18%	75