Fiduciary Group’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Sell |
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|
2025
Q1 | $365K | Sell |
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|
2024
Q4 | $431K | Hold |
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|
2024
Q3 | $421K | Hold |
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|
2024
Q2 | $399K | Hold |
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|
2024
Q1 | $383K | Hold |
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|
2023
Q4 | $349K | Hold |
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|
2023
Q3 | $313K | Sell |
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|
2023
Q2 | $336K | Buy |
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|
2023
Q1 | $299K | Hold |
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|
2022
Q4 | $279K | Hold |
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|
2022
Q3 | $288K | Hold |
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|
2022
Q2 | $308K | Hold |
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|
2022
Q1 | $286K | Sell |
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|
2021
Q4 | $356K | Hold |
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|
2021
Q3 | $344K | Hold |
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|
2021
Q2 | $331K | Hold |
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|
2021
Q1 | $314K | Hold |
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|
2020
Q4 | $297K | Hold |
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|
2020
Q3 | $252K | Buy |
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|
2020
Q2 | $201K | Buy |
|