PFA
VV icon

Peak Financial Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Peak Financial Advisors’s Portfolio VV Stock Details VV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,374
Closed -$239K – 75
2022
Q4 		$239K Sell
1,374
-293
-18% -$51K 0.22% 54
2022
Q3 		$273K Buy
+1,667
New +$273K 0.34% 49