Marcum Wealth’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
Q1 | $470K | Hold |
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|
2024
Q4 | $494K | Hold |
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|
2024
Q3 | $482K | Sell |
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|
2024
Q2 | $469K | Hold |
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|
2024
Q1 | $451K | Buy |
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|
2023
Q4 | $408K | Hold |
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|
2023
Q3 | $366K | Buy |
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|
2023
Q2 | $226K | Hold |
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|
2023
Q1 | $209K | Sell |
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|
2022
Q4 | $271K | Buy |
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|
2022
Q3 | $254K | Sell |
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|
2022
Q2 | $563K | Buy |
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|
2022
Q1 | $308K | Sell |
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|
2021
Q4 | $411K | Sell |
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|
2021
Q3 | $466K | Buy |
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|
2021
Q2 | $296K | Buy |
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|
2021
Q1 | $273K | Buy |
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|
2020
Q4 | $259K | Buy |
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