Stone Summit 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 | $2.31M | Sell |
8,102
-93
| -1% | -$26.5K | 0.72% | 51 |
|
|
2025
Q1 | $2.11M | Hold |
8,195
| – | – | 0.71% | 50 |
|
|
2024
Q4 | $2.21M | Hold |
8,195
| – | – | 0.74% | 47 |
|
|
2024
Q3 | $2.16M | Sell |
8,195
-5
| -0.1% | -$1.32K | 0.7% | 48 |
|
|
2024
Q2 | $2.05M | Buy |
8,200
+3
| +0% | +$749 | 0.73% | 43 |
|
|
2024
Q1 | $1.97M | Buy |
8,197
+20
| +0.2% | +$4.8K | 0.68% | 51 |
|
|
2023
Q4 | $1.78M | Sell |
8,177
-17
| -0.2% | -$3.71K | 0.68% | 49 |
|
|
2023
Q3 | $1.6M | Sell |
8,194
-55
| -0.7% | -$10.8K | 0.69% | 52 |
|
|
2023
Q2 | $1.67M | Sell |
8,249
-57
| -0.7% | -$11.6K | 0.69% | 51 |
|
|
2023
Q1 | $1.55M | Hold |
8,306
| – | – | 0.69% | 51 |
|
|
2022
Q4 | $1.45M | Hold |
8,306
| – | – | 0.71% | 48 |
|
|
2022
Q3 | $1.36M | Hold |
8,306
| – | – | 0.84% | 43 |
|
|
2022
Q2 | $1.43M | Sell |
8,306
-163
| -2% | -$28.1K | 0.85% | 42 |
|
|
2022
Q1 | $1.77M | Hold |
8,469
| – | – | 0.99% | 33 |
|
|
2021
Q4 | $1.87M | Buy |
+8,469
| New | +$1.87M | 1.52% | 22 |
|