Revolve Wealth Partners’s Vanguard Large-Cap ETF VV Stock Holding History

Revolve Wealth Partners’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$392K	Hold	1,139	–	–	0.04%	231
2026 Q1	$340K	Hold	1,139	–	–	0.04%	161
2025 Q4	$359K	Buy	1,139 +1	+0.1%	+$312	0.04%	164
2025 Q3	$350K	Hold	1,138	–	–	0.04%	166
2025 Q2	$325K	Hold	1,138	–	–	0.04%	160
2025 Q1	$293K	Hold	1,138	–	–	0.04%	164
2024 Q4	$307K	Buy	1,138 +100	+10%	+$27.1K	0.05%	165
2024 Q3	$273K	Buy	+1,038	New	+$263K	0.04%	159

Other funds holding VV

Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Atmos Advisory Pittsburgh, Pennsylvania $191M AUM 12.84% 1-Year Est. Return