SWP Financial’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
Q2
$3.98M Sell
2025
Q1
$3.58M Sell
2024
Q4
$3.81M Sell
2024
Q3
$3.77M Sell
2024
Q2
$3.63M Buy
2024
Q1
$3.29M Buy
2023
Q4
$2.69M Buy