Journey Strategic Wealth’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	$862K	Buy	+3,021	New	+$862K	0.03%	194
2023 Q3	–	Sell	-12,176	Closed	-$2.47M	–	225
2023 Q2	$2.47M	Sell	12,176 -3,425	-22%	-$694K	0.11%	30
2023 Q1	$2.91M	Buy	15,601 +6,364	+69%	+$1.19M	0.31%	25
2022 Q4	$1.61M	Buy	+9,237	New	+$1.61M	0.19%	37