SkyOak Wealth’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 | $376K | Hold |
1,317
| – | – | 0.08% | 147 |
|
|
2025
Q1 | $339K | Buy |
1,317
+128
| +11% | +$32.9K | 0.07% | 154 |
|
|
2024
Q4 | $321K | Buy |
1,189
+325
| +38% | +$87.7K | 0.07% | 168 |
|
|
2024
Q3 | $227K | Hold |
864
| – | – | 0.05% | 212 |
|
|
2024
Q2 | $216K | Hold |
864
| – | – | 0.05% | 220 |
|
|
2024
Q1 | $207K | Buy |
+864
| New | +$207K | 0.05% | 226 |
|