Focus Partners Wealth’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 | $146M | Buy |
511,017
+105,792
| +26% | +$30.2M | 0.32% | 60 |
|
|
2025
Q1 | $104M | Buy |
405,225
+254
| +0.1% | +$65.3K | 0.26% | 81 |
|
|
2024
Q4 | $109M | Sell |
404,971
-3,063
| -0.8% | -$826K | 0.28% | 71 |
|
|
2024
Q3 | $107M | Sell |
408,034
-351,658
| -46% | -$92.6M | 0.34% | 63 |
|
|
2024
Q2 | $190M | Buy |
759,692
+383,190
| +102% | +$95.7M | 0.64% | 32 |
|
|
2024
Q1 | $90.3M | Buy |
376,502
+1,762
| +0.5% | +$422K | 0.73% | 28 |
|
|
2023
Q4 | $81.8M | Buy |
+374,740
| New | +$81.8M | 1.07% | 14 |
|