Summit Wealth & Retirement Planning’s Vanguard Large-Cap ETF VV Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$310K	Hold
2025 Q2	$287K	Hold
2025 Q1	$259K	Hold
2024 Q4	$271K	Hold
2024 Q3	$265K	Hold
2024 Q2	$251K	Hold
2024 Q1	$241K	Hold
2023 Q4	$219K	Buy
2023 Q3	–	Sell
2023 Q2	$204K	Buy