Life Planning Partners’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 | $1.82M | Sell |
6,373
-363
| -5% | -$104K | 1.45% | 18 |
|
|
2025
Q1 | $1.73M | Buy |
6,736
+254
| +4% | +$65.3K | 1.57% | 15 |
|
|
2024
Q4 | $1.75M | Hold |
6,482
| – | – | 1.62% | 15 |
|
|
2024
Q3 | $1.71M | Sell |
6,482
-118
| -2% | -$31.1K | 1.52% | 16 |
|
|
2024
Q2 | $1.65M | Sell |
6,600
-52
| -0.8% | -$13K | 1.5% | 17 |
|
|
2024
Q1 | $1.59M | Sell |
6,652
-314
| -5% | -$75.3K | 1.59% | 17 |
|
|
2023
Q4 | $1.52M | Buy |
+6,966
| New | +$1.52M | 1.5% | 18 |
|
|
2022
Q3 | $1.41M | Hold |
8,619
| – | – | 1.61% | 18 |
|
|
2022
Q2 | $1.49M | Buy |
8,619
+970
| +13% | +$167K | 1.67% | 18 |
|
|
2022
Q1 | $1.6M | Sell |
7,649
-270
| -3% | -$56.3K | 1.62% | 18 |
|
|
2021
Q4 | $1.75M | Buy |
+7,919
| New | +$1.75M | 1.76% | 16 |
|