GM
GeoWealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134M | Buy |
470,837
+48,479
| +11% | +$13.8M | 5.24% | 4 |
|
|
2025
Q1 | $109M | Sell |
422,358
-10,947
| -3% | -$2.81M | 4.36% | 4 |
|
|
2024
Q4 | $117M | Buy |
433,305
+4,240
| +1% | +$1.14M | 3.82% | 4 |
|
|
2024
Q3 | $113M | Buy |
429,065
+18,056
| +4% | +$4.75M | 3.99% | 3 |
|
|
2024
Q2 | $103M | Buy |
411,009
+13,611
| +3% | +$3.4M | 4.46% | 3 |
|
|
2024
Q1 | $95.3M | Buy |
+397,398
| New | +$95.3M | 3.69% | 3 |
|
|
2023
Q1 | – | Sell |
-13,026
| Closed | -$2.27M | – | 446 |
|
|
2022
Q4 | $2.27M | Buy |
+13,026
| New | +$2.27M | 0.24% | 71 |
|
|
2022
Q1 | – | Sell |
-564
| Closed | -$125K | – | 434 |
|
|
2021
Q4 | $125K | Sell |
564
-74,997
| -99% | -$16.6M | 0.01% | 294 |
|
|
2021
Q3 | $15.2M | Buy |
+75,561
| New | +$15.2M | 1.25% | 18 |
|