Lutz Financial Services’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
Q2 | $1.03M | Buy |
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|
2025
Q1 | $923K | Hold |
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|
2024
Q4 | $968K | Sell |
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|
2024
Q3 | $998K | Hold |
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|
2024
Q2 | $946K | Hold |
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|
2024
Q1 | $909K | Hold |
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|
2023
Q4 | $827K | Buy |
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|
2023
Q3 | $209K | Hold |
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|
2023
Q2 | $216K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $222K | Hold |
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|
2021
Q4 | $235K | Hold |
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|
2021
Q3 | $214K | Sell |
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|
2021
Q2 | $218K | Hold |
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|
2021
Q1 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $382K | Buy |
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|
2019
Q3 | $352K | Buy |
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|
2019
Q2 | $340K | Buy |
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|
2019
Q1 | $327K | Buy |
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