Plum Street Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1M | Hold |
3,510
| – | – | 0.44% | 44 |
|
2025
Q1 | $902K | Hold |
3,510
| – | – | 0.43% | 47 |
|
2024
Q4 | $947K | Hold |
3,510
| – | – | 0.47% | 47 |
|
2024
Q3 | $924K | Hold |
3,510
| – | – | 0.47% | 44 |
|
2024
Q2 | $876K | Hold |
3,510
| – | – | 0.51% | 41 |
|
2024
Q1 | $924K | Hold |
3,510
| – | – | 0.47% | 44 |
|
2023
Q4 | $766K | Buy |
+3,510
| New | +$766K | 0.51% | 39 |
|