HP
Holistic Planning’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
6,964
+231
| +3% | +$65.9K | 0.57% | 35 |
|
|
2025
Q1 | $1.73M | Sell |
6,733
-139
| -2% | -$35.7K | 0.59% | 32 |
|
|
2024
Q4 | $1.85M | Sell |
6,872
-311
| -4% | -$83.9K | 0.67% | 31 |
|
|
2024
Q3 | $1.89M | Buy |
7,183
+1,825
| +34% | +$481K | 0.8% | 26 |
|
|
2024
Q2 | $1.28M | Hold |
5,358
| – | – | 0.99% | 35 |
|
|
2024
Q1 | $1.28M | Sell |
5,358
-292
| -5% | -$70K | 0.98% | 35 |
|
|
2023
Q4 | $1.23M | Buy |
+5,650
| New | +$1.23M | 1.04% | 32 |
|