High Net Worth Advisory Group’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 | $986K | Sell |
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|
2025
Q1 | $912K | Sell |
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|
2024
Q4 | $996K | Sell |
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|
2024
Q3 | $988K | Sell |
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|
2024
Q2 | $941K | Sell |
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|
2024
Q1 | $904K | Sell |
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|
2023
Q4 | $899K | Sell |
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|
2023
Q3 | $865K | Sell |
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|
2023
Q2 | $900K | Sell |
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|
2023
Q1 | $857K | Sell |
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|
2022
Q4 | $810K | Hold |
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|
2022
Q3 | $760K | Sell |
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|
2022
Q2 | $853K | Sell |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $1.14M | Buy |
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