Financial Synergies Wealth Advisors’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
Q3 | $322K | Sell |
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|
2025
Q2 | $302K | Sell |
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|
2025
Q1 | $279K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $187K | Sell |
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|
2023
Q4 | $140K | Sell |
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|
2023
Q3 | $160K | Buy |
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|
2023
Q2 | $166K | Buy |
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|
2023
Q1 | $150K | Buy |
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|
2022
Q4 | $140K | Buy |
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|
2022
Q3 | $124K | Sell |
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|
2022
Q2 | $138K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $349K | Sell |
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|
2020
Q2 | $589K | Buy |
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|
2020
Q1 | $361K | Buy |
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