LWM
LongView Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Sell |
1,921
-707
| -27% | -$202K | 0.17% | 111 |
|
|
2025
Q1 | $676K | Sell |
2,628
-536
| -17% | -$138K | 0.2% | 95 |
|
|
2024
Q4 | $853K | Sell |
3,164
-164
| -5% | -$44.2K | 0.26% | 81 |
|
|
2024
Q3 | $876K | Sell |
3,328
-105
| -3% | -$27.6K | 0.28% | 74 |
|
|
2024
Q2 | $857K | Buy |
3,433
+43
| +1% | +$10.7K | 0.32% | 68 |
|
|
2024
Q1 | $813K | Sell |
3,390
-22
| -0.6% | -$5.27K | 0.32% | 66 |
|
|
2023
Q4 | $743K | Buy |
+3,412
| New | +$743K | 0.33% | 68 |
|