Safeguard Financial’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
$547K Sell
2024
Q4
$636K Hold
2024
Q3
$621K Hold
2024
Q2
$588K Buy
2024
Q1
$562K Hold
2023
Q4
$511K Buy
2023
Q3
Sell
2023
Q2
$20K Buy