Richard W. Paul & Associates’s Vanguard Large-Cap ETF VV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$296K Hold
2024
Q3
$289K Hold
2024
Q2
$274K Hold
2024
Q1
$263K Buy
2023
Q4
Sell
2023
Q3
$215K Hold
2023
Q2
$223K Hold
2023
Q1
$205K Hold
2022
Q4
$191K Buy