Private Trust Company’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
Q3
$520K Buy
2025
Q2
$448K Buy
2025
Q1
$115K Hold
2024
Q4
$121K Hold
2024
Q3
$118K Buy
2024
Q2
$28.7K Sell
2024
Q1
$44.4K Hold
2023
Q4
$40.4K Sell
2023
Q3
$55.8K Sell
2023
Q2
$71.2K Sell
2023
Q1
$68.6K Sell
2022
Q4
$71K Sell
2022
Q3
$69K Buy
2022
Q2
$49K Buy