One Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$642K Buy
2,250
+50
+2% +$14.3K 0.09% 135
2025
Q1
$565K Buy
+2,200
New +$565K 0.08% 138
2023
Q1
Sell
-626
Closed -$109K 594
2022
Q4
$109K Buy
+626
New +$109K 0.02% 278