SW
Simplicity Wealth’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,089
| Closed | -$1.82M | – | 668 |
|
|
2025
Q1 | $1.82M | Buy |
+7,089
| New | +$1.82M | 0.14% | 162 |
|
|
2024
Q3 | – | Sell |
-602,079
| Closed | -$150M | – | 1207 |
|
|
2024
Q2 | $150M | Buy |
602,079
+20,188
| +3% | +$5.04M | 3.4% | 1 |
|
|
2024
Q1 | $140M | Buy |
+581,891
| New | +$140M | 3.32% | 1 |
|