PWA
PCG 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 | $3.82M | Sell |
13,388
-150
| -1% | -$42.8K | 1.95% | 13 |
|
|
2025
Q1 | $3.48M | Sell |
13,538
-170
| -1% | -$43.7K | 1.21% | 23 |
|
|
2024
Q4 | $3.7M | Buy |
13,708
+97
| +0.7% | +$26.2K | 1.37% | 24 |
|
|
2024
Q3 | $3.58M | Buy |
+13,611
| New | +$3.58M | 1.38% | 26 |
|