Oxford Financial Group’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 | $2.26M | Hold |
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|
2025
Q2 | $2.1M | Hold |
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|
2025
Q1 | $1.89M | Hold |
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|
2024
Q4 | $1.98M | Sell |
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|
2024
Q3 | $2.21M | Sell |
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|
2024
Q2 | $2.26M | Hold |
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|
2024
Q1 | $2.17M | Hold |
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|
2023
Q4 | $1.97M | Buy |
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|
2023
Q3 | $1.64M | Buy |
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|
2023
Q2 | $213K | Hold |
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|
2023
Q1 | $196K | Hold |
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|
2022
Q4 | $183K | Hold |
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|
2022
Q3 | $172K | Hold |
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|
2022
Q2 | $181K | Hold |
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|
2022
Q1 | $219K | Hold |
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|
2021
Q4 | $232K | Hold |
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|
2021
Q3 | $211K | Hold |
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|
2021
Q2 | $211K | Hold |
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|
2021
Q1 | $195K | Hold |
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|
2020
Q4 | $185K | Hold |
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|
2020
Q3 | $164K | Hold |
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|
2020
Q2 | $150K | Hold |
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|
2020
Q1 | $124K | Buy |
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