Partners in Financial Planning’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 | $2.53M | Hold |
8,863
| – | – | 0.47% | 28 |
|
|
2025
Q1 | $2.28M | Buy |
8,863
+13
| +0.1% | +$3.34K | 0.46% | 27 |
|
|
2024
Q4 | $2.39M | Buy |
8,850
+24
| +0.3% | +$6.47K | 0.49% | 27 |
|
|
2024
Q3 | $2.32M | Buy |
8,826
+1,436
| +19% | +$378K | 0.47% | 28 |
|
|
2024
Q2 | $1.84M | Hold |
7,390
| – | – | 0.4% | 30 |
|
|
2024
Q1 | $1.77M | Buy |
7,390
+16
| +0.2% | +$3.84K | 0.39% | 30 |
|
|
2023
Q4 | $1.61M | Buy |
7,374
+19
| +0.3% | +$4.15K | 0.38% | 32 |
|
|
2023
Q3 | $1.44M | Buy |
7,355
+17
| +0.2% | +$3.33K | 0.37% | 33 |
|
|
2023
Q2 | $1.49M | Buy |
7,338
+16
| +0.2% | +$3.24K | 0.38% | 33 |
|
|
2023
Q1 | $1.37M | Buy |
7,322
+53
| +0.7% | +$9.9K | 0.36% | 34 |
|
|
2022
Q4 | $1.26M | Buy |
7,269
+21
| +0.3% | +$3.64K | 0.35% | 34 |
|
|
2022
Q3 | $1.31M | Buy |
7,248
+1,324
| +22% | +$239K | 0.37% | 30 |
|
|
2022
Q2 | $1.1M | Buy |
5,924
+15
| +0.3% | +$2.79K | 0.35% | 32 |
|
|
2022
Q1 | $1.16M | Buy |
5,909
+11
| +0.2% | +$2.15K | 0.36% | 31 |
|
|
2021
Q4 | $1.2M | Buy |
5,898
+243
| +4% | +$49.5K | 0.37% | 30 |
|
|
2021
Q3 | $1.14M | Buy |
5,655
+11
| +0.2% | +$2.21K | 0.35% | 28 |
|
|
2021
Q2 | $1.13M | Buy |
+5,644
| New | +$1.13M | 0.35% | 30 |
|