MFGM
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Marshall Financial Group (Maryland)’s Vanguard Large-Cap ETF VV Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,467
Closed -$1.09M – 311
2025
Q4 		$1.09M Buy
3,467
+18
+0.5% +$5.62K 0.21% 106
2025
Q3 		$1.06M Hold
3,449
– – 0.21% 121
2025
Q2 		$988K Buy
3,449
+11
+0.3% +$2.9K 0.19% 125
2025
Q1 		$884K Sell
3,438
-79
-2% -$21.4K 0.19% 129
2024
Q4 		$948K Sell
3,517
-50
-1% -$13.5K 0.23% 115
2024
Q3 		$939K Buy
+3,567
New +$905K 0.22% 126

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