Oak Asset 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
Q3 | $419K | Hold |
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|
2025
Q2 | $388K | Hold |
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|
2025
Q1 | $350K | Hold |
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|
2024
Q4 | $367K | Hold |
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|
2024
Q3 | $358K | Hold |
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|
2024
Q2 | $340K | Hold |
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|
2024
Q1 | $326K | Hold |
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|
2023
Q4 | $297K | Hold |
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|
2023
Q3 | $266K | Hold |
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|
2023
Q2 | $276K | Hold |
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|
2023
Q1 | $254K | Hold |
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|
2022
Q4 | $237K | Hold |
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|
2022
Q3 | $223K | Sell |
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|
2022
Q2 | $476K | Buy |
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|
2022
Q1 | $284K | Hold |
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|
2021
Q4 | $301K | Buy |
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|
2021
Q3 | $272K | Hold |
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|
2021
Q2 | $260K | Buy |
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