Marshall Financial Group (Maryland)’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	$988K	Buy	3,449 +11	+0.3%	+$3.15K	0.19%	125
2025 Q1	$884K	Sell	3,438 -79	-2%	-$20.3K	0.19%	129
2024 Q4	$948K	Sell	3,517 -50	-1%	-$13.5K	0.23%	115
2024 Q3	$939K	Buy	+3,567	New	+$939K	0.22%	126