Summit Financial’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.67M | Sell |
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|
2025
Q2 | $2.48M | Buy |
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|
2025
Q1 | $2.1M | Buy |
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|
2024
Q4 | $2.09M | Buy |
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|
2024
Q3 | $1.97M | Buy |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $856K | Buy |
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|
2023
Q4 | $677K | Sell |
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|
2023
Q3 | $802K | Sell |
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|
2023
Q2 | $1.05M | Sell |
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|
2023
Q1 | $1.1M | Buy |
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|
2022
Q4 | $1.02M | Hold |
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|
2022
Q3 | $956K | Buy |
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|
2022
Q2 | $996K | Hold |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $1.26M | Buy |
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|
2021
Q3 | $654K | Buy |
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