SWA
Strategies Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
952
+111
| +13% | +$31.7K | 0.03% | 151 |
|
|
2025
Q1 | $216K | Sell |
841
-113
| -12% | -$29.1K | 0.03% | 161 |
|
|
2024
Q4 | $267K | Buy |
954
+119
| +14% | +$33.3K | 0.03% | 108 |
|
|
2024
Q3 | $220K | Hold |
835
| – | – | 0.03% | 87 |
|
|
2024
Q2 | $208K | Hold |
835
| – | – | 0.03% | 86 |
|
|
2024
Q1 | $200K | Buy |
+835
| New | +$200K | 0.03% | 95 |
|