SF
SWP Financial’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.98M | Sell |
13,941
-1
| -0% | -$285 | 2.19% | 13 |
|
|
2025
Q1 | $3.58M | Sell |
13,942
-187
| -1% | -$48.1K | 2.19% | 12 |
|
|
2024
Q4 | $3.81M | Sell |
14,129
-202
| -1% | -$54.5K | 2.3% | 10 |
|
|
2024
Q3 | $3.77M | Sell |
14,331
-194
| -1% | -$51.1K | 2.3% | 14 |
|
|
2024
Q2 | $3.63M | Buy |
14,525
+793
| +6% | +$198K | 2.4% | 13 |
|
|
2024
Q1 | $3.29M | Buy |
13,732
+1,392
| +11% | +$334K | 2.31% | 15 |
|
|
2023
Q4 | $2.69M | Buy |
+12,340
| New | +$2.69M | 2.09% | 16 |
|