Prosperity Planning’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 | $386K | Sell |
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|
2025
Q2 | $420K | Sell |
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|
2025
Q1 | $385K | Hold |
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|
2024
Q4 | $404K | Sell |
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|
2024
Q3 | $410K | Buy |
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|
2024
Q2 | $386K | Hold |
|
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|
2024
Q1 | $371K | Sell |
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|
2023
Q4 | $357K | Sell |
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|
2023
Q3 | $333K | Sell |
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|
2023
Q2 | $352K | Sell |
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|
2023
Q1 | $365K | Hold |
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|
2022
Q4 | $341K | Hold |
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|
2022
Q3 | $320K | Sell |
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|
2022
Q2 | $343K | Hold |
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|
2022
Q1 | $432K | Hold |
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|
2021
Q4 | $463K | Hold |
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|
2021
Q3 | $421K | Sell |
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|
2021
Q2 | $456K | Sell |
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|
2021
Q1 | $437K | Sell |
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|
2020
Q4 | $453K | Buy |
|