IFS
Intelligent Financial Strategies’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99K | Hold |
346
| – | – | 0.05% | 44 |
|
|
2025
Q1 | $88.9K | Hold |
346
| – | – | 0.05% | 46 |
|
|
2024
Q4 | $93.3K | Sell |
346
-2
| -0.6% | -$539 | 0.05% | 46 |
|
|
2024
Q3 | $91.9K | Hold |
348
| – | – | 0.05% | 47 |
|
|
2024
Q2 | $87.2K | Hold |
348
| – | – | 0.05% | 46 |
|
|
2024
Q1 | $83.4K | Hold |
348
| – | – | 0.05% | 48 |
|
|
2023
Q4 | $75.9K | Sell |
348
-2
| -0.6% | -$436 | 0.05% | 48 |
|
|
2023
Q3 | $68.5K | Hold |
350
| – | – | 0.05% | 53 |
|
|
2023
Q2 | $71K | Hold |
350
| – | – | 0.05% | 54 |
|
|
2023
Q1 | $65.4K | Hold |
350
| – | – | 0.05% | 59 |
|
|
2022
Q4 | $61K | Buy |
350
+2
| +0.6% | +$348 | 0.05% | 60 |
|
|
2022
Q3 | $57K | Buy |
348
+1
| +0.3% | +$164 | 0.06% | 55 |
|
|
2022
Q2 | $60K | Buy |
347
+2
| +0.6% | +$346 | 0.06% | 57 |
|
|
2022
Q1 | $72K | Buy |
345
+1
| +0.3% | +$209 | 0.07% | 60 |
|
|
2021
Q4 | $76K | Buy |
+344
| New | +$76K | 0.07% | 62 |
|