Kovitz Investment Group Partners’s Vanguard Large-Cap ETF VV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$758K Buy
2025
Q1
$581K Sell
2024
Q4
$756K Sell
2024
Q3
$887K Buy
2021
Q4
Sell
2021
Q3
$1.5M Buy