Summit Wealth & Retirement Planning’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Hold |
1,006
| – | – | 0.08% | 80 |
|
|
2025
Q1 | $259K | Hold |
1,006
| – | – | 0.08% | 63 |
|
|
2024
Q4 | $271K | Hold |
1,006
| – | – | 0.08% | 61 |
|
|
2024
Q3 | $265K | Hold |
1,006
| – | – | 0.08% | 54 |
|
|
2024
Q2 | $251K | Hold |
1,006
| – | – | 0.09% | 56 |
|
|
2024
Q1 | $241K | Hold |
1,006
| – | – | 0.09% | 58 |
|
|
2023
Q4 | $219K | Buy |
+1,006
| New | +$219K | 0.09% | 53 |
|
|
2023
Q3 | – | Sell |
-1,006
| Closed | -$204K | – | 59 |
|
|
2023
Q2 | $204K | Buy |
+1,006
| New | +$204K | 0.08% | 58 |
|