Novak & Powell Financial Services’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.18M | Sell |
28,669
-1,233
| -4% | -$352K | 5.67% | 3 |
|
|
2025
Q1 | $7.69M | Buy |
29,902
+432
| +1% | +$111K | 4.78% | 4 |
|
|
2024
Q4 | $8.34M | Buy |
29,470
+498
| +2% | +$141K | 4.96% | 4 |
|
|
2024
Q3 | $7.63M | Sell |
28,972
-1,858
| -6% | -$489K | 4.42% | 4 |
|
|
2024
Q2 | $7.7M | Buy |
30,830
+299
| +1% | +$74.6K | 4.78% | 3 |
|
|
2024
Q1 | $7.1M | Sell |
30,531
-733
| -2% | -$171K | 5.31% | 2 |
|
|
2023
Q4 | $6.82M | Buy |
+31,264
| New | +$6.82M | 4.55% | 4 |
|