FWM
Foguth Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,312
| Closed | -$337K | – | 162 |
|
2025
Q1 | $337K | Buy |
1,312
+235
| +22% | +$60.4K | 0.08% | 109 |
|
2024
Q4 | $302K | Buy |
+1,077
| New | +$302K | 0.08% | 112 |
|
2024
Q2 | – | Sell |
-1,075
| Closed | -$258K | – | 160 |
|
2024
Q1 | $258K | Buy |
+1,075
| New | +$258K | 0.14% | 107 |
|