SWGC
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Summit Wealth Group (Colorado)’s Vanguard Large-Cap ETF VV Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.31M Buy
+4,580
New +$1.31M 0.33% 72