Goldstein Advisors’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
$750K Hold
2025
Q1
$675K Hold
2024
Q4
$709K Hold
2024
Q3
$692K Buy
2024
Q2
$630K Buy
2024
Q1
$562K Hold
2023
Q4
$512K Hold
2023
Q3
$459K Hold
2023
Q2
$475K Hold
2023
Q1
$438K Hold
2022
Q4
$408K Buy