Strategic Equity Management’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 | $16.5M | Sell |
57,706
-25,541
| -31% | -$7.29M | 6.06% | 5 |
|
|
2025
Q1 | $21.4M | Buy |
83,247
+10,725
| +15% | +$2.76M | 8.99% | 3 |
|
|
2024
Q4 | $19.6M | Buy |
72,522
+14,780
| +26% | +$3.99M | 8.24% | 4 |
|
|
2024
Q3 | $15.2M | Buy |
57,742
+23,079
| +67% | +$6.08M | 7.21% | 5 |
|
|
2024
Q2 | $8.65M | Buy |
34,663
+16,468
| +91% | +$4.11M | 5.64% | 5 |
|
|
2024
Q1 | $4.36M | Buy |
18,195
+16,922
| +1,329% | +$4.06M | 3.64% | 9 |
|
|
2023
Q4 | $278K | Buy |
+1,273
| New | +$278K | 0.31% | 23 |
|