Evergreen Capital Management’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
$972K Hold
3,397
0.03% 368
2025
Q1
$873K Sell
3,397
-171
-5% -$44K 0.03% 355
2024
Q4
$962K Sell
3,568
-134
-4% -$36.1K 0.03% 340
2024
Q3
$978K Buy
3,702
+155
+4% +$40.9K 0.03% 330
2024
Q2
$888K Hold
3,547
0.03% 326
2024
Q1
$850K Buy
3,547
+1
+0% +$240 0.03% 318
2023
Q4
$774K Buy
3,546
+1
+0% +$218 0.03% 320
2023
Q3
$694K Buy
3,545
+345
+11% +$67.5K 0.03% 329
2023
Q2
$649K Buy
3,200
+1
+0% +$203 0.03% 345
2023
Q1
$598K Hold
3,199
0.03% 344
2022
Q4
$557K Buy
3,199
+412
+15% +$71.8K 0.03% 355
2022
Q3
$456K Buy
2,787
+1
+0% +$164 0.02% 351
2022
Q2
$480K Buy
2,786
+1
+0% +$172 0.02% 338
2022
Q1
$581K Buy
2,785
+354
+15% +$73.9K 0.02% 347
2021
Q4
$537K Buy
2,431
+1
+0% +$221 0.02% 363
2021
Q3
$488K Buy
2,430
+163
+7% +$32.7K 0.02% 355
2021
Q2
$455K Buy
+2,267
New +$455K 0.02% 353