Houlihan Financial Resource 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
Sell
2025
Q1
$456K Sell
2024
Q4
$565K Hold
2024
Q3
$551K Buy
2024
Q2
Sell
2024
Q1
$502K Hold
2023
Q4
$457K Hold
2023
Q3
$402K Buy
2023
Q2
Sell
2023
Q1
$391K Hold
2022
Q4
$380K Hold
2022
Q3
$370K Buy
2020
Q3
$348K Buy
2020
Q1
$248K Hold
2019
Q4
$310K Buy