MWM
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Modern Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Modern Wealth Management’s Portfolio VV Stock Details VV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$14.6M Sell
51,216
-40,434
-44% -$11.5M 0.36% 70
2025
Q1 		$23.6M Buy
+91,650
New +$23.6M 0.75% 28