Kovitz Investment Group Partners’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758K | Buy |
2,653
+392
| +17% | +$112K | ﹤0.01% | 856 |
|
|
2025
Q1 | $581K | Sell |
2,261
-540
| -19% | -$139K | ﹤0.01% | 864 |
|
|
2024
Q4 | $756K | Sell |
2,801
-1,270
| -31% | -$343K | ﹤0.01% | 785 |
|
|
2024
Q3 | $887K | Buy |
+4,071
| New | +$887K | 0.01% | 645 |
|
|
2021
Q4 | – | Sell |
-7,474
| Closed | -$1.5M | – | 453 |
|
|
2021
Q3 | $1.5M | Buy |
+7,474
| New | +$1.5M | 0.03% | 259 |
|