RIS
Retirement Income Solutions’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Hold |
839
| – | – | 0.04% | 135 |
|
|
2025
Q1 | $216K | Hold |
839
| – | – | 0.05% | 133 |
|
|
2024
Q4 | $226K | Hold |
839
| – | – | 0.05% | 132 |
|
|
2024
Q3 | $221K | Hold |
839
| – | – | 0.05% | 135 |
|
|
2024
Q2 | $209K | Sell |
839
-2,457
| -75% | -$613K | 0.05% | 135 |
|
|
2024
Q1 | $790K | Hold |
3,296
| – | – | 0.18% | 58 |
|
|
2023
Q4 | $719K | Hold |
3,296
| – | – | 0.18% | 58 |
|
|
2023
Q3 | $645K | Hold |
3,296
| – | – | 0.18% | 59 |
|
|
2023
Q2 | $668K | Hold |
3,296
| – | – | 0.18% | 62 |
|
|
2023
Q1 | $616K | Buy |
3,296
+346
| +12% | +$64.6K | 0.18% | 61 |
|
|
2022
Q4 | $514K | Buy |
2,950
+1,372
| +87% | +$239K | 0.16% | 68 |
|
|
2022
Q3 | $262K | Hold |
1,578
| – | – | 0.09% | 92 |
|
|
2022
Q2 | $272K | Buy |
+1,578
| New | +$272K | 0.1% | 88 |
|