RFP
RCS Financial Planning’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $900K | Sell |
3,146
-34
| -1% | -$9.73K | 0.45% | 40 |
|
|
2025
Q1 | $817K | Buy |
3,180
+399
| +14% | +$103K | 0.43% | 39 |
|
|
2024
Q4 | $750K | Sell |
2,781
-229
| -8% | -$61.8K | 0.4% | 40 |
|
|
2024
Q3 | $795K | Hold |
3,010
| – | – | 0.44% | 34 |
|
|
2024
Q2 | $754K | Hold |
3,010
| – | – | 0.44% | 37 |
|
|
2024
Q1 | $722K | Hold |
3,010
| – | – | 0.44% | 39 |
|
|
2023
Q4 | $657K | Hold |
3,010
| – | – | 0.43% | 38 |
|
|
2023
Q3 | $589K | Hold |
3,010
| – | – | 0.45% | 39 |
|
|
2023
Q2 | $610K | Hold |
3,010
| – | – | 0.5% | 35 |
|
|
2023
Q1 | $562K | Hold |
3,010
| – | – | 0.5% | 37 |
|
|
2022
Q4 | $524K | Buy |
+3,010
| New | +$524K | 0.51% | 33 |
|