Sage Financial Management Group’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
Q2
$6.59M Sell
2025
Q1
$6.21M Sell
2024
Q4
$6.61M Sell
2024
Q3
$6.46M Buy
2024
Q2
Sell
2024
Q1
$5.86M Buy
2023
Q4
$5.11M Buy
2023
Q3
$4.33M Buy
2023
Q2
Sell
2023
Q1
$2.71M Sell
2022
Q4
$4.22M Buy
2022
Q3
$2.56M Sell
2022
Q2
$4.43M Hold
2022
Q1
$5.36M Sell
2021
Q4
$5.68M Buy
2021
Q2
Sell
2021
Q1
$5.1M Sell
2020
Q4
$5.27M Buy