FOFP
Fee-Only Financial Planning’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $835K | Hold |
2,927
| – | – | 0.52% | 18 |
|
|
2025
Q1 | $752K | Hold |
2,927
| – | – | 0.51% | 18 |
|
|
2024
Q4 | $789K | Sell |
2,927
-180
| -6% | -$48.5K | 0.51% | 18 |
|
|
2024
Q3 | $818K | Hold |
3,107
| – | – | 0.52% | 18 |
|
|
2024
Q2 | $776K | Sell |
3,107
-75
| -2% | -$18.7K | 0.52% | 19 |
|
|
2024
Q1 | $763K | Sell |
3,182
-45
| -1% | -$10.8K | 0.51% | 19 |
|
|
2023
Q4 | $704K | Buy |
3,227
+11
| +0.3% | +$2.4K | 0.51% | 21 |
|
|
2023
Q3 | $629K | Hold |
3,216
| – | – | 0.51% | 21 |
|
|
2023
Q2 | $652K | Sell |
3,216
-600
| -16% | -$122K | 0.5% | 22 |
|
|
2023
Q1 | $713K | Hold |
3,816
| – | – | 0.58% | 20 |
|
|
2022
Q4 | $665K | Buy |
+3,816
| New | +$665K | 0.56% | 21 |
|