Fortis Capital 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
Q2 | $828K | Buy |
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2025
Q1 | $699K | Buy |
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2024
Q4 | $276K | Hold |
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2024
Q3 | $281K | Hold |
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2024
Q2 | $266K | Sell |
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2024
Q1 | $291K | Sell |
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2023
Q4 | $564K | Sell |
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2023
Q3 | $526K | Buy |
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2023
Q2 | $497K | Buy |
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2023
Q1 | $449K | Buy |
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2022
Q4 | $348K | Buy |
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