Surevest’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
2022
Q3
$768K Buy
2022
Q2
$796K Buy
2022
Q1
$948K Buy
2021
Q4
$990K Buy
2021
Q3
$890K Buy
2021
Q2
$880K Buy