Francis Financial’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 | $252K | Hold |
884
| – | – | 0.06% | 79 |
|
|
2025
Q1 | $227K | Hold |
884
| – | – | 0.06% | 81 |
|
|
2024
Q4 | $238K | Hold |
884
| – | – | 0.06% | 84 |
|
|
2024
Q3 | $233K | Hold |
884
| – | – | 0.06% | 83 |
|
|
2024
Q2 | $221K | Hold |
884
| – | – | 0.07% | 75 |
|
|
2024
Q1 | $212K | Sell |
884
-184
| -17% | -$44.1K | 0.07% | 66 |
|
|
2023
Q4 | $233K | Hold |
1,068
| – | – | 0.1% | 53 |
|
|
2023
Q3 | $209K | Hold |
1,068
| – | – | 0.11% | 47 |
|
|
2023
Q2 | $217K | Buy |
+1,068
| New | +$217K | 0.12% | 42 |
|
|
2022
Q3 | – | Sell |
-1,276
| Closed | -$231K | – | 40 |
|
|
2022
Q2 | $231K | Buy |
+1,276
| New | +$231K | 0.2% | 36 |
|