Obermeyer Wealth Partners’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
Q2 | $2.99M | Hold |
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|
2025
Q1 | $2.7M | Sell |
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|
2024
Q4 | $2.83M | Hold |
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|
2024
Q3 | $2.77M | Hold |
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|
2024
Q2 | $2.62M | Hold |
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|
2024
Q1 | $2.52M | Hold |
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|
2023
Q4 | $2.29M | Hold |
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|
2023
Q3 | $2.06M | Hold |
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|
2023
Q2 | $2.13M | Hold |
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|
2023
Q1 | $1.96M | Buy |
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|
2022
Q4 | $281K | Buy |
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|
2022
Q3 | $207K | Buy |
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