Retirement Capital Strategies’s Vanguard Large-Cap ETF VV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,106
Closed -$541K 85
2025
Q1
$541K Buy
2,106
+87
+4% +$22.4K 0.21% 54
2024
Q4
$545K Sell
2,019
-134
-6% -$36.2K 0.21% 52
2024
Q3
$567K Buy
2,153
+20
+0.9% +$5.27K 0.22% 47
2024
Q2
$532K Buy
2,133
+1,169
+121% +$292K 0.21% 48
2024
Q1
$231K Sell
964
-5,924
-86% -$1.42M 0.09% 62
2023
Q4
$1.5M Buy
6,888
+803
+13% +$175K 0.65% 31
2023
Q3
$1.19M Buy
6,085
+299
+5% +$58.5K 0.56% 28
2023
Q2
$1.17M Buy
+5,786
New +$1.17M 0.54% 31