Montag & Associates’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
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $29.8K | Sell |
|
|||||
|
2025
Q1 | $185K | Hold |
|
|||||
|
2024
Q4 | $194K | Hold |
|
|||||
|
2024
Q3 | $190K | Buy |
|
|||||
|
2024
Q2 | $154K | Hold |
|
|||||
|
2024
Q1 | $147K | Hold |
|
|||||
|
2023
Q4 | $134K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $1.62K | Hold |
|
|||||
|
2023
Q1 | $1.5K | Hold |
|
|||||
|
2022
Q4 | $1.39K | Hold |
|
|||||
|
2022
Q3 | $1K | Hold |
|
|||||
|
2022
Q2 | $1K | Sell |
|
|||||
|
2022
Q1 | $50K | Hold |
|
|||||
|
2021
Q4 | $53K | Buy |
|
|||||
|
2021
Q3 | $2K | Hold |
|
|||||
|
2021
Q2 | $2K | Hold |
|
|||||
|
2021
Q1 | $1K | Buy |
|