MI
Moneywise Inc’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Sell |
39,251
-15,813
| -29% | -$4.51M | 5.25% | 6 |
|
|
2025
Q1 | $14.2M | Buy |
55,064
+4,156
| +8% | +$1.07M | 7.49% | 3 |
|
|
2024
Q4 | $13.7M | Buy |
50,908
+10,040
| +25% | +$2.71M | 6.88% | 4 |
|
|
2024
Q3 | $10.8M | Buy |
40,868
+17,110
| +72% | +$4.5M | 5.29% | 5 |
|
|
2024
Q2 | $5.93M | Buy |
23,758
+10,629
| +81% | +$2.65M | 3.14% | 11 |
|
|
2024
Q1 | $3.15M | Buy |
+13,129
| New | +$3.15M | 1.71% | 15 |
|