James Reed Financial Services’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.9M | Buy |
90,660
+6,156
| +7% | +$1.76M | 23.47% | 2 |
|
|
2025
Q1 | $21.7M | Sell |
84,504
-939
| -1% | -$241K | 24.21% | 2 |
|
|
2024
Q4 | $23M | Buy |
+85,443
| New | +$23M | 24.04% | 2 |
|
|
2022
Q3 | $18.8M | Sell |
115,199
-1,802
| -2% | -$295K | 28.21% | 1 |
|
|
2022
Q2 | $20.2M | Sell |
117,001
-300
| -0.3% | -$51.7K | 27.95% | 1 |
|
|
2022
Q1 | $24.5M | Sell |
117,301
-2,836
| -2% | -$591K | 27.9% | 1 |
|
|
2021
Q4 | $26.6M | Buy |
+120,137
| New | +$26.6M | 25.21% | 1 |
|