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IMA Advisory Services’s Vanguard Large-Cap ETF VV Stock Holding History

IMA Advisory Services’s Portfolio VV Stock Details VV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$63.1M Buy
222,243
+13,953
+7% +$3.96M 6.77% 2
2025
Q1 		$53.3M Buy
208,290
+40,885
+24% +$10.5M 6.32% 3
2024
Q4 		$45M Buy
+167,405
New +$45M 5.41% 4