Mission Wealth Management’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
$5.42M Buy
2025
Q1
$1.23M Buy
2024
Q4
$977K Buy
2024
Q3
$929K Buy
2024
Q2
$874K Hold
2024
Q1
$840K Buy
2023
Q4
$421K Hold
2023
Q3
$378K Sell
2023
Q2
$562K Buy
2023
Q1
$487K Sell
2022
Q4
$463K Sell
2022
Q3
$444K Hold
2022
Q2
$468K Hold
2022
Q1
$566K Hold
2021
Q4
$601K Buy
2021
Q3
$474K Sell
2021
Q2
$477K Buy
2021
Q1
$279K Buy
2020
Q4
$261K Buy
2020
Q3
$210K Sell
2020
Q2
$220K Buy