SFC
Strategic Financial Concepts’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Sell |
7,245
-1,961
| -21% | -$560K | 0.29% | 49 |
|
|
2025
Q1 | $2.37M | Sell |
9,206
-662
| -7% | -$170K | 0.44% | 60 |
|
|
2024
Q4 | $2.66M | Sell |
9,868
-8
| -0.1% | -$2.16K | 0.51% | 51 |
|
|
2024
Q3 | $2.6M | Sell |
9,876
-2,437,502
| -100% | -$642M | 0.83% | 29 |
|
|
2024
Q2 | $9.85K | Buy |
2,447,378
+2,437,349
| +24,303% | +$9.81K | 0.01% | 413 |
|
|
2024
Q1 | $2.4M | Buy |
+10,029
| New | +$2.4M | 0.58% | 49 |
|
|
2023
Q4 | – | Sell |
-10,355
| Closed | -$2.03M | – | 271 |
|
|
2023
Q3 | $2.03M | Sell |
10,355
-1,035
| -9% | -$203K | 0.68% | 40 |
|
|
2023
Q2 | $2.31M | Buy |
11,390
+471
| +4% | +$95.5K | 0.85% | 30 |
|
|
2023
Q1 | $2.04M | Buy |
+10,919
| New | +$2.04M | 0.82% | 31 |
|