GoalVest Advisory’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
Q3 | $207K | Buy |
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|
2025
Q2 | $186K | Hold |
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|
2025
Q1 | $168K | Sell |
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|
2024
Q4 | $185K | Sell |
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|
2024
Q3 | $191K | Sell |
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|
2024
Q2 | $196K | Sell |
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|
2024
Q1 | $199K | Hold |
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|
2023
Q4 | $181K | Hold |
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|
2023
Q3 | $162K | Buy |
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|
2023
Q2 | $150K | Sell |
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|
2023
Q1 | $204K | Sell |
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|
2022
Q4 | $195K | Buy |
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|
2022
Q3 | $150K | Sell |
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|
2022
Q2 | $334K | Buy |
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|
2022
Q1 | $183K | Buy |
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|
2021
Q2 | $263K | Buy |
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