PBMares Wealth Management’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 | $677K | Hold |
|
|||||
|
2025
Q1 | $610K | Buy |
|
|||||
|
2024
Q4 | $482K | Hold |
|
|||||
|
2024
Q3 | $470K | Buy |
|
|||||
|
2024
Q2 | $446K | Sell |
|
|||||
|
2024
Q1 | $429K | Sell |
|
|||||
|
2023
Q4 | $396K | Sell |
|
|||||
|
2023
Q3 | $358K | Sell |
|
|||||
|
2023
Q2 | $411K | Hold |
|
|||||
|
2023
Q1 | $378K | Sell |
|
|||||
|
2022
Q4 | $355K | Sell |
|
|||||
|
2022
Q3 | $342K | Hold |
|
|||||
|
2022
Q2 | $360K | Sell |
|
|||||
|
2022
Q1 | $571K | Sell |
|
|||||
|
2021
Q4 | $665K | Sell |
|
|||||
|
2021
Q3 | $608K | Buy |
|
|||||
|
2021
Q2 | $607K | Sell |
|
|||||
|
2021
Q1 | $1.34M | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $237K | Buy |
|