PDS Planning’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
$4.74M Sell
2025
Q1
$4.88M Buy
2024
Q4
$3.38M Buy
2024
Q3
$3.23M Buy
2024
Q2
$3.05M Sell
2024
Q1
$2.98M Sell
2023
Q4
$2.73M Buy
2023
Q3
$1.74M Sell
2023
Q2
$1.81M Sell
2023
Q1
$1.71M Sell
2022
Q4
$1.7M Buy
2022
Q3
$207K Buy