HighMark 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 | $355K | Hold |
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|
2025
Q2 | $329K | Sell |
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|
2025
Q1 | $300K | Sell |
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|
2024
Q4 | $326K | Sell |
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|
2024
Q3 | $340K | Sell |
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|
2024
Q2 | $416K | Hold |
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|
2024
Q1 | $400K | Hold |
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|
2023
Q4 | $364K | Hold |
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|
2023
Q3 | $326K | Hold |
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|
2023
Q2 | $338K | Hold |
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|
2023
Q1 | $312K | Hold |
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|
2022
Q4 | $290K | Hold |
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|
2022
Q3 | $273K | Sell |
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|
2022
Q2 | $331K | Hold |
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|
2022
Q1 | $401K | Hold |
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|
2021
Q4 | $425K | Sell |
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|
2021
Q3 | $439K | Hold |
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|
2021
Q2 | $439K | Hold |
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|
2021
Q1 | $405K | Hold |
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|
2020
Q4 | $384K | Sell |
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|
2020
Q3 | $361K | Hold |
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|
2020
Q2 | $330K | Hold |
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|
2020
Q1 | $273K | Buy |
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|
2019
Q4 | $341K | Buy |
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