HB Wealth 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
Q3 | $14.2M | Buy |
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|
2025
Q2 | $7.94M | Sell |
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|
2025
Q1 | $9.92M | Buy |
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|
2024
Q4 | $8.39M | Buy |
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|
2024
Q3 | $7.94M | Buy |
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|
2024
Q2 | $7.47M | Sell |
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|
2024
Q1 | $7.18M | Sell |
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|
2023
Q4 | $6.64M | Sell |
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|
2023
Q3 | $5.98M | Buy |
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|
2023
Q2 | $6M | Sell |
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|
2023
Q1 | $5.68M | Sell |
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|
2022
Q4 | $5.32M | Buy |
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|
2022
Q3 | $3.5M | Buy |
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|
2022
Q2 | $2.13M | Sell |
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|
2022
Q1 | $7.37M | Buy |
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|
2021
Q4 | $2.81M | Buy |
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