Principle Wealth Partners’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 | $373K | Hold |
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|
2025
Q1 | $336K | Hold |
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|
2024
Q4 | $353K | Sell |
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|
2024
Q3 | $384K | Sell |
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|
2024
Q2 | $384K | Sell |
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|
2024
Q1 | $423K | Sell |
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|
2023
Q4 | $404K | Hold |
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|
2023
Q3 | $362K | Hold |
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|
2023
Q2 | $375K | Hold |
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|
2023
Q1 | $346K | Hold |
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|
2022
Q4 | $322K | Sell |
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|
2022
Q3 | $386 | Buy |
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|
2022
Q2 | $319K | Sell |
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|
2022
Q1 | $393K | Buy |
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|
2021
Q4 | $414K | Hold |
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|
2021
Q3 | $377K | Buy |
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|
2021
Q2 | $371K | Hold |
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|
2021
Q1 | $343K | Hold |
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|
2020
Q4 | $325K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $112K | Buy |
|