Founders Financial Securities’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 | $3.15M | Buy |
11,035
+521
| +5% | +$149K | 0.24% | 92 |
|
|
2025
Q1 | $2.67M | Buy |
10,514
+2,451
| +30% | +$622K | 0.23% | 97 |
|
|
2024
Q4 | $2.17M | Buy |
8,063
+251
| +3% | +$67.7K | 0.2% | 101 |
|
|
2024
Q3 | $2.06M | Sell |
7,812
-1,648
| -17% | -$434K | 0.19% | 105 |
|
|
2024
Q2 | $2.36M | Buy |
9,460
+1,461
| +18% | +$365K | 0.22% | 91 |
|
|
2024
Q1 | $1.92M | Buy |
7,999
+1,234
| +18% | +$296K | 0.2% | 103 |
|
|
2023
Q4 | $1.48M | Buy |
6,765
+574
| +9% | +$125K | 0.16% | 119 |
|
|
2023
Q3 | $1.21M | Sell |
6,191
-133
| -2% | -$26K | 0.16% | 118 |
|
|
2023
Q2 | $1.28M | Buy |
6,324
+698
| +12% | +$142K | 0.17% | 116 |
|
|
2023
Q1 | $1.05M | Buy |
5,626
+1,214
| +28% | +$227K | 0.15% | 132 |
|
|
2022
Q4 | $769K | Buy |
4,412
+48
| +1% | +$8.36K | 0.12% | 158 |
|
|
2022
Q3 | $714K | Buy |
4,364
+3,109
| +248% | +$509K | 0.13% | 147 |
|
|
2022
Q2 | $216K | Buy |
+1,255
| New | +$216K | 0.04% | 234 |
|