RCS Financial 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
Q2 | $900K | Sell |
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|
2025
Q1 | $817K | Buy |
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|
2024
Q4 | $750K | Sell |
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|
2024
Q3 | $795K | Hold |
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|
2024
Q2 | $754K | Hold |
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|
2024
Q1 | $722K | Hold |
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|
2023
Q4 | $657K | Hold |
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|
2023
Q3 | $589K | Hold |
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|
2023
Q2 | $610K | Hold |
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|
2023
Q1 | $562K | Hold |
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|
2022
Q4 | $524K | Buy |
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