Summit X LLC’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
Sell
2025
Q2
$405K Hold
2025
Q1
$365K Hold
2024
Q4
$383K Hold
2024
Q3
$355K Hold
2024
Q2
$355K Hold
2024
Q1
$341K Hold
2023
Q4
$310K Hold
2023
Q3
$278K Buy