Halpern Financial’s Vanguard Large-Cap ETF VV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$191K	Hold	730	–	–	0.05%	54
2024 Q2	$182K	Hold	730	–	–	0.05%	55
2024 Q1	$174K	Hold	730	–	–	0.05%	52
2023 Q4	$157K	Hold	730	–	–	0.05%	53
2023 Q3	$143K	Hold	730	–	–	0.05%	54
2023 Q2	$148K	Hold	730	–	–	0.05%	55
2023 Q1	$136K	Hold	730	–	–	0.05%	54
2022 Q4	$127K	Hold	730	–	–	0.05%	56
2022 Q3	$119K	Hold	730	–	–	0.05%	56
2022 Q2	$126K	Hold	730	–	–	0.05%	58
2022 Q1	$152K	Hold	730	–	–	0.06%	67
2021 Q4	$161K	Hold	730	–	–	0.07%	50
2021 Q3	$147K	Hold	730	–	–	0.07%	48
2021 Q2	$147K	Hold	730	–	–	0.07%	40
2021 Q1	$135K	Hold	730	–	–	0.07%	40
2020 Q4	$128K	Hold	730	–	–	0.07%	38
2020 Q3	$114K	Hold	730	–	–	0.07%	37
2020 Q2	$104K	Hold	730	–	–	0.07%	37
2020 Q1	$86.5K	Hold	730	–	–	0.08%	35
2019 Q4	$108K	Buy	+730	New	+$108K	0.08%	38