GWA
GGM Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $618K | Buy |
2,433
+7
| +0.3% | +$1.78K | 0.34% | 63 |
|
|
2024
Q4 | $654K | Buy |
2,426
+244
| +11% | +$65.8K | 0.34% | 60 |
|
|
2024
Q3 | $576K | Buy |
2,182
+7
| +0.3% | +$1.85K | 0.25% | 73 |
|
|
2024
Q2 | $543K | Hold |
2,175
| – | – | 0.25% | 73 |
|
|
2024
Q1 | $518K | Buy |
2,175
+8
| +0.4% | +$1.91K | 0.24% | 72 |
|
|
2023
Q4 | $485K | Buy |
2,167
+9
| +0.4% | +$2.02K | 0.2% | 87 |
|
|
2023
Q3 | $422K | Buy |
2,158
+8
| +0.4% | +$1.57K | 0.18% | 86 |
|
|
2023
Q2 | $436K | Buy |
+2,150
| New | +$436K | 0.18% | 87 |
|