Portland Financial 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
$629K Hold
2,206
1.51% 20
2025
Q1
$567K Hold
2,206
1.45% 22
2024
Q4
$595K Buy
+2,206
New +$595K 1.6% 16