Shorepoint Capital Partners’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 | $296K | Buy |
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|
2025
Q1 | $327K | Buy |
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|
2024
Q4 | $339K | Buy |
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|
2024
Q3 | $326K | Sell |
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|
2024
Q2 | $327K | Buy |
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|
2024
Q1 | $300K | Buy |
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|
2023
Q4 | $264K | Sell |
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|
2023
Q3 | $248K | Hold |
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|
2023
Q2 | $257K | Buy |
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|
2023
Q1 | $235K | Buy |
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|
2022
Q4 | $207K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $201K | Sell |
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|
2022
Q1 | $252K | Buy |
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|
2021
Q4 | $247K | Sell |
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|
2021
Q3 | $229K | Buy |
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