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