LRI Investments’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
$256K Hold
896
0.02% 248
2025
Q1
$230K Hold
896
0.02% 246
2024
Q4
$242K Hold
896
0.02% 234
2024
Q3
$245K Hold
896
0.02% 232
2024
Q2
$224K Hold
896
0.03% 232
2024
Q1
$215K Buy
+896
New +$215K 0.05% 130