Southland Equity Partners’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
$1.34M Sell
4,701
-622
-12% -$177K 0.29% 67
2025
Q1
$1.37M Sell
5,323
-73
-1% -$18.8K 0.32% 62
2024
Q4
$1.46M Sell
5,396
-270
-5% -$72.8K 0.34% 54
2024
Q3
$1.49M Buy
+5,666
New +$1.49M 0.36% 55