PHWM
Pine Harbor 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 | $676K | Hold |
2,368
| – | – | 0.24% | 45 |
|
|
2025
Q1 | $609K | Hold |
2,368
| – | – | 0.24% | 45 |
|
|
2024
Q4 | $639K | Hold |
2,368
| – | – | 0.26% | 44 |
|
|
2024
Q3 | $623K | Buy |
2,368
+1,513
| +177% | +$398K | 0.31% | 43 |
|
|
2024
Q2 | $213K | Hold |
855
| – | – | 0.13% | 92 |
|
|
2024
Q1 | $205K | Sell |
855
-1,565
| -65% | -$375K | 0.13% | 93 |
|
|
2023
Q4 | $528K | Buy |
+2,420
| New | +$528K | 0.4% | 48 |
|