SIS
Strategic Investment Solutions’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $189K | Buy |
661
+46
| +7% | +$13.1K | 0.06% | 126 |
|
|
2025
Q1 | $158K | Buy |
615
+8
| +1% | +$2.06K | 0.05% | 119 |
|
|
2024
Q4 | $151K | Sell |
607
-60
| -9% | -$14.9K | 0.05% | 113 |
|
|
2024
Q3 | $176K | Buy |
667
+57
| +9% | +$15K | 0.05% | 101 |
|
|
2024
Q2 | $154K | Buy |
+610
| New | +$154K | 0.05% | 107 |
|
|
2023
Q4 | $131K | Sell |
602
-19,142
| -97% | -$4.18M | 0.02% | 269 |
|
|
2023
Q3 | $4.02M | Buy |
19,744
+19,512
| +8,410% | +$3.97M | 0.05% | 166 |
|
|
2023
Q2 | $47.1K | Sell |
232
-184
| -44% | -$37.3K | 0.01% | 315 |
|
|
2023
Q1 | $77.8K | Buy |
+416
| New | +$77.8K | 0.02% | 290 |
|