HSG
Helen Stephens Group’s Vanguard Large-Cap ETF VV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.05M | Hold |
3,692
| – | – | 0.26% | 40 |
|
2025
Q1 | $949K | Buy |
3,692
+13
| +0.4% | +$3.34K | 0.27% | 42 |
|
2024
Q4 | $992K | Sell |
3,679
-1,237
| -25% | -$334K | 0.29% | 42 |
|
2024
Q3 | $1.29M | Buy |
4,916
+17
| +0.3% | +$4.48K | 0.39% | 38 |
|
2024
Q2 | $1.22M | Buy |
+4,899
| New | +$1.22M | 0.42% | 34 |
|