PPWM
PFG Private Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-92
| Closed | -$23.6K | – | 250 |
|
|
2025
Q1 | $23.6K | Hold |
92
| – | – | 0.01% | 111 |
|
|
2024
Q4 | $24.8K | Hold |
92
| – | – | 0.01% | 112 |
|
|
2024
Q3 | $24.2K | Sell |
92
-171
| -65% | -$45K | 0.01% | 114 |
|
|
2024
Q2 | $65.7K | Hold |
263
| – | – | 0.04% | 84 |
|
|
2024
Q1 | $63.1K | Buy |
+263
| New | +$63.1K | 0.04% | 84 |
|
|
2023
Q3 | – | Sell |
-75
| Closed | -$15.2K | – | 326 |
|
|
2023
Q2 | $15.2K | Buy |
75
+39
| +108% | +$7.91K | 0.01% | 191 |
|
|
2023
Q1 | $6.73K | Sell |
36
-7
| -16% | -$1.31K | ﹤0.01% | 221 |
|
|
2022
Q4 | $7K | Hold |
43
| – | – | ﹤0.01% | 204 |
|
|
2022
Q3 | $7K | Hold |
43
| – | – | ﹤0.01% | 201 |
|
|
2022
Q2 | $7K | Buy |
+43
| New | +$7K | ﹤0.01% | 212 |
|