Safeguard Financial’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $547K | Sell |
2,127
-230
| -10% | -$59.1K | 0.12% | 63 |
|
|
2024
Q4 | $636K | Hold |
2,357
| – | – | 0.14% | 56 |
|
|
2024
Q3 | $621K | Hold |
2,357
| – | – | 0.15% | 56 |
|
|
2024
Q2 | $588K | Buy |
2,357
+15
| +0.6% | +$3.75K | 0.16% | 55 |
|
|
2024
Q1 | $562K | Hold |
2,342
| – | – | 0.18% | 45 |
|
|
2023
Q4 | $511K | Buy |
+2,342
| New | +$511K | 0.19% | 44 |
|
|
2023
Q3 | – | Sell |
-99
| Closed | -$20K | – | 549 |
|
|
2023
Q2 | $20K | Buy |
+99
| New | +$20K | 0.01% | 268 |
|