Pine Harbor Wealth Management’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
$676K Hold
2025
Q1
$609K Hold
2024
Q4
$639K Hold
2024
Q3
$623K Buy
2024
Q2
$213K Hold
2024
Q1
$205K Sell
2023
Q4
$528K Buy