IWM
Integris Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9M | Sell |
52,216
-675
| -1% | -$193K | 3.89% | 8 |
|
|
2025
Q1 | $13.6M | Sell |
52,891
-3,171
| -6% | -$815K | 3.88% | 9 |
|
|
2024
Q4 | $15.1M | Sell |
56,062
-722
| -1% | -$195K | 4.26% | 8 |
|
|
2024
Q3 | $15M | Sell |
56,784
-205
| -0.4% | -$54K | 4.18% | 8 |
|
|
2024
Q2 | $14.2M | Sell |
56,989
-382
| -0.7% | -$95.4K | 4.11% | 8 |
|
|
2024
Q1 | $13.8M | Sell |
57,371
-2,762
| -5% | -$662K | 3.8% | 9 |
|
|
2023
Q4 | $13.1M | Sell |
60,133
-134
| -0.2% | -$29.2K | 3.88% | 9 |
|
|
2023
Q3 | $11.8M | Sell |
60,267
-4,864
| -7% | -$952K | 3.87% | 8 |
|
|
2023
Q2 | $13.2M | Sell |
65,131
-432
| -0.7% | -$87.6K | 4.67% | 6 |
|
|
2023
Q1 | $12.2M | Sell |
65,563
-547
| -0.8% | -$102K | 4.5% | 6 |
|
|
2022
Q4 | $11.5M | Buy |
+66,110
| New | +$11.5M | 4.49% | 6 |
|