GEN Financial Management’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
$921K Sell
3,221
-376
-10% -$107K 0.75% 21
2025
Q1
$925K Hold
3,597
0.63% 17
2024
Q4
$970K Buy
+3,597
New +$970K 0.63% 21