Pacific Sun Financial’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 | $245K | Hold |
860
| – | – | 0.13% | 168 |
|
|
2025
Q1 | $221K | Hold |
860
| – | – | 0.13% | 170 |
|
|
2024
Q4 | $232K | Hold |
860
| – | – | 0.13% | 165 |
|
|
2024
Q3 | $226K | Buy |
860
+10
| +1% | +$2.63K | 0.12% | 170 |
|
|
2024
Q2 | $212K | Hold |
850
| – | – | 0.13% | 171 |
|
|
2024
Q1 | $204K | Buy |
+850
| New | +$204K | 0.12% | 176 |
|
|
2022
Q3 | – | Sell |
-1,240
| Closed | -$214K | – | 180 |
|
|
2022
Q2 | $214K | Buy |
1,240
+280
| +29% | +$48.3K | 0.14% | 169 |
|
|
2022
Q1 | $200K | Buy |
+960
| New | +$200K | 0.11% | 185 |
|
|
2018
Q1 | – | Sell |
-17,123
| Closed | -$2.1M | – | 205 |
|
|
2017
Q4 | $2.1M | Buy |
+17,123
| New | +$2.1M | 1.15% | 28 |
|