GeoWealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$134M Buy
2025
Q1
$109M Sell
2024
Q4
$117M Buy
2024
Q3
$113M Buy
2024
Q2
$103M Buy
2024
Q1
$95.3M Buy
2023
Q1
Sell
2022
Q4
$2.27M Buy
2022
Q1
Sell
2021
Q4
$125K Sell
2021
Q3
$15.2M Buy