Leeward Financial 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
$11.1M Sell
2025
Q1
$12M Buy
2024
Q4
$12.4M Buy
2024
Q3
$11.8M Buy
2024
Q2
$11.1M Buy
2024
Q1
$10.4M Buy
2023
Q4
$8.92M Buy
2023
Q3
$7.86M Buy
2023
Q2
$7.05M Buy
2023
Q1
$5.14M Buy
2022
Q4
$4.51M Buy
2022
Q3
$2.27M Buy
2022
Q2
$2.31M Buy
2022
Q1
$2.57M Sell
2021
Q4
$2.87M Buy