Seven Post Investment Office’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
Q3
$1.17M Hold
2025
Q2
$1.08M Buy
2021
Q3
Sell
2021
Q2
$390K Hold
2021
Q1
$360K Hold
2020
Q4
$342K Hold
2020
Q3
$304K Hold
2020
Q2
$278K Hold
2020
Q1
$230K Buy