Pioneer Wealth Management Group’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
2026 Q2	$7.04M	Sell	20,475 -731	-3%	-$244K	1.7%	10
2026 Q1	$6.34M	Sell	21,206 -523	-2%	-$164K	1.78%	10
2025 Q4	$6.84M	Sell	21,729 -212	-1%	-$66.2K	2.08%	10
2025 Q3	$6.75M	Buy	21,941 +30	+0.1%	+$8.88K	2.18%	10
2025 Q2	$6.25M	Buy	21,911 +8,451	+63%	+$2.23M	2.32%	10
2025 Q1	$3.46M	Buy	+13,460	New	+$3.65M	1.49%	12
2024 Q3	$4.02M	Sell	15,271 -1,102	-7%	-$280K	1.92%	13
2024 Q2	$4.09M	Sell	16,373 -258	-2%	-$62K	2.17%	13
2024 Q1	$3.99M	Sell	16,631 -6,510	-28%	-$1.49M	2.28%	14
2023 Q4	$5.05M	Sell	23,141 -7,931	-26%	-$1.62M	3.14%	9
2023 Q3	$6.08M	Sell	31,072 -4,364	-12%	-$889K	4.63%	7
2023 Q2	$7.18M	Buy	35,436 +464	+1%	+$88.9K	5.71%	6
2023 Q1	$6.53M	Buy	34,972 +1,515	+5%	+$276K	5.81%	5
2022 Q4	$5.83M	Buy	+33,457	New	+$5.87M	5.49%	7