GWP
Gateway Wealth Partners’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
+758
| New | +$216K | 0.04% | 333 |
|
|
2023
Q4 | – | Sell |
-23,225
| Closed | -$4.54M | – | 287 |
|
|
2023
Q3 | $4.54M | Buy |
23,225
+4,585
| +25% | +$897K | 0.82% | 25 |
|
|
2023
Q2 | $3.78M | Buy |
18,640
+1,890
| +11% | +$383K | 0.68% | 29 |
|
|
2023
Q1 | $3.13M | Buy |
16,750
+1,739
| +12% | +$325K | 0.48% | 38 |
|
|
2022
Q4 | $2.61M | Buy |
+15,011
| New | +$2.61M | 0.45% | 40 |
|