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 |
|