I
INVST’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-965
| Closed | -$260K | – | 336 |
|
|
2024
Q4 | $260K | Hold |
965
| – | – | 0.03% | 216 |
|
|
2024
Q3 | $254K | Sell |
965
-30
| -3% | -$7.9K | 0.03% | 218 |
|
|
2024
Q2 | $249K | Hold |
995
| – | – | 0.03% | 230 |
|
|
2024
Q1 | $238K | Hold |
995
| – | – | 0.03% | 211 |
|
|
2023
Q4 | $226K | Buy |
+995
| New | +$226K | 0.03% | 198 |
|
|
2023
Q3 | – | Sell |
-991
| Closed | -$201K | – | 199 |
|
|
2023
Q2 | $201K | Buy |
+991
| New | +$201K | 0.03% | 172 |
|