Seven Post Investment Office’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
Q2 | $1.08M | Buy |
+3,800
| New | +$1.08M | 0.41% | 21 |
|
|
2021
Q3 | – | Sell |
-1,945
| Closed | -$390K | – | 51 |
|
|
2021
Q2 | $390K | Hold |
1,945
| – | – | 0.12% | 37 |
|
|
2021
Q1 | $360K | Hold |
1,945
| – | – | 0.13% | 33 |
|
|
2020
Q4 | $342K | Hold |
1,945
| – | – | 0.14% | 35 |
|
|
2020
Q3 | $304K | Hold |
1,945
| – | – | 0.12% | 34 |
|
|
2020
Q2 | $278K | Hold |
1,945
| – | – | 0.12% | 33 |
|
|
2020
Q1 | $230K | Buy |
+1,945
| New | +$230K | 0.12% | 36 |
|