Summit Trail Advisors’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
Q2 | $8.43M | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $7.78M | Buy |
|
|||||
|
2024
Q2 | $5.52M | Buy |
|
|||||
|
2024
Q1 | $3.59M | Hold |
|
|||||
|
2023
Q4 | $3.27M | Hold |
|
|||||
|
2023
Q3 | $2.93M | Sell |
|
|||||
|
2023
Q2 | $3.04M | Buy |
|
|||||
|
2023
Q1 | $2.8M | Sell |
|
|||||
|
2022
Q4 | $2.74M | Hold |
|
|||||
|
2022
Q3 | $2.57M | Hold |
|
|||||
|
2022
Q2 | $2.71M | Hold |
|
|||||
|
2022
Q1 | $3.28M | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $273K | Hold |
|
|||||
|
2021
Q2 | $272K | Hold |
|
|||||
|
2021
Q1 | $251K | Hold |
|
|||||
|
2020
Q4 | $238K | Hold |
|
|||||
|
2020
Q3 | $224K | Buy |
|