Life Planning 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
Q3
$1.9M Sell
2025
Q2
$1.82M Sell
2025
Q1
$1.73M Buy
2024
Q4
$1.75M Hold
2024
Q3
$1.71M Sell
2024
Q2
$1.65M Sell
2024
Q1
$1.59M Sell
2023
Q4
$1.52M Buy
2022
Q3
$1.41M Hold
2022
Q2
$1.49M Buy
2022
Q1
$1.6M Sell
2021
Q4
$1.75M Buy