Petix & Botte Financial’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 | $573K | Sell |
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|
2025
Q1 | $650K | Sell |
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|
2024
Q4 | $742K | Hold |
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|
2024
Q3 | $724K | Sell |
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|
2024
Q2 | $744K | Sell |
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|
2024
Q1 | $5.18M | Buy |
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|
2023
Q4 | $761K | Buy |
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|
2023
Q3 | $682K | Hold |
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|
2023
Q2 | $707K | Buy |
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|
2023
Q1 | $326K | Buy |
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|
2022
Q3 | $344K | Sell |
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|
2022
Q2 | $380K | Sell |
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|
2022
Q1 | $966K | Buy |
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|
2021
Q4 | $516K | Sell |
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|
2021
Q3 | $1.17M | Buy |
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|
2021
Q2 | $604K | Hold |
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|
2021
Q1 | $558K | Buy |
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|
2020
Q4 | $492K | Sell |
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|
2020
Q3 | $556K | Sell |
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|
2020
Q2 | $511K | Buy |
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|
2020
Q1 | $423K | Buy |
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|
2019
Q4 | $523K | Buy |
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