Steward Financial Group’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
2023
Q3
$40K Hold
2023
Q2
$41K Buy
2022
Q3
Sell
2022
Q2
$35K Buy
2022
Q1
Sell
2021
Q4
$17K Buy