FFM
Forum Financial 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 | $1.66M | Sell |
5,832
-459
| -7% | -$131K | 0.03% | 144 |
|
|
2025
Q1 | $1.62M | Hold |
6,291
| – | – | 0.03% | 140 |
|
|
2024
Q4 | $1.7M | Sell |
6,291
-108
| -2% | -$29.1K | 0.03% | 138 |
|
|
2024
Q3 | $1.68M | Buy |
6,399
+74
| +1% | +$19.5K | 0.03% | 125 |
|
|
2024
Q2 | $1.58M | Sell |
6,325
-2,969
| -32% | -$741K | 0.03% | 123 |
|
|
2024
Q1 | $2.23M | Sell |
9,294
-214
| -2% | -$51.3K | 0.04% | 99 |
|
|
2023
Q4 | $2.07M | Sell |
9,508
-273
| -3% | -$59.6K | 0.04% | 87 |
|
|
2023
Q3 | $1.91M | Buy |
9,781
+634
| +7% | +$124K | 0.04% | 89 |
|
|
2023
Q2 | $1.85M | Sell |
9,147
-628
| -6% | -$127K | 0.04% | 90 |
|
|
2023
Q1 | $1.83M | Buy |
9,775
+119
| +1% | +$22.2K | 0.05% | 85 |
|
|
2022
Q4 | $1.68M | Sell |
9,656
-116
| -1% | -$20.2K | 0.06% | 82 |
|
|
2022
Q3 | $1.6M | Buy |
9,772
+981
| +11% | +$160K | 0.08% | 74 |
|
|
2022
Q2 | $1.52M | Hold |
8,791
| – | – | 0.08% | 83 |
|
|
2022
Q1 | $1.83M | Sell |
8,791
-76
| -0.9% | -$15.8K | 0.09% | 70 |
|
|
2021
Q4 | $1.96M | Buy |
+8,867
| New | +$1.96M | 0.1% | 62 |
|