Foundations Investment 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 | $757K | Sell |
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|
2025
Q1 | $960K | Sell |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.52M | Buy |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $569K | Sell |
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|
2023
Q4 | $1.62M | Buy |
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|
2023
Q3 | $459K | Buy |
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|
2023
Q2 | $443K | Buy |
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|
2023
Q1 | $308K | Buy |
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|
2022
Q4 | $266K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $201K | Sell |
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|
2021
Q4 | $1.62M | Buy |
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|
2021
Q3 | $224K | Buy |
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|
2021
Q2 | $225K | Buy |
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