Intelligent Financial Strategies’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 | $99K | Hold |
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|
2025
Q1 | $88.9K | Hold |
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|
2024
Q4 | $93.3K | Sell |
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|
2024
Q3 | $91.9K | Hold |
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|
2024
Q2 | $87.2K | Hold |
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|
2024
Q1 | $83.4K | Hold |
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|
2023
Q4 | $75.9K | Sell |
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|
2023
Q3 | $68.5K | Hold |
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|
2023
Q2 | $71K | Hold |
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|
2023
Q1 | $65.4K | Hold |
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|
2022
Q4 | $61K | Buy |
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|
2022
Q3 | $57K | Buy |
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|
2022
Q2 | $60K | Buy |
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|
2022
Q1 | $72K | Buy |
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|
2021
Q4 | $76K | Buy |
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