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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.6M Sell
5,615
-1,035
-16% -$295K 0.03% 202
2025
Q1
$1.71M Buy
6,650
+4,842
+268% +$1.24M 0.04% 168
2024
Q4
$488K Buy
+1,808
New +$488K 0.01% 353