RWM
Revisor Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
853
| – | – | 0.09% | 241 |
|
|
2025
Q1 | $219K | Buy |
+853
| New | +$219K | 0.1% | 208 |
|
|
2024
Q4 | – | Sell |
-1,799
| Closed | -$474K | – | 178 |
|
|
2024
Q3 | $474K | Sell |
1,799
-146
| -8% | -$38.4K | 0.3% | 69 |
|
|
2024
Q2 | $486K | Sell |
1,945
-2,335
| -55% | -$583K | 0.34% | 59 |
|
|
2024
Q1 | $975K | Buy |
+4,280
| New | +$975K | 0.44% | 46 |
|
|
2023
Q4 | – | Sell |
-2,395
| Closed | -$469K | – | 174 |
|
|
2023
Q3 | $469K | Sell |
2,395
-3,380
| -59% | -$661K | 0.4% | 56 |
|
|
2023
Q2 | $1.17M | Sell |
5,775
-675
| -10% | -$137K | 1.05% | 22 |
|
|
2023
Q1 | $1.2M | Buy |
+6,450
| New | +$1.2M | 1.1% | 19 |
|