TWM
Tanager Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $227K | Hold |
795
| – | – | 0.03% | 110 |
|
2025
Q1 | $204K | Hold |
795
| – | – | 0.03% | 114 |
|
2024
Q4 | $214K | Hold |
795
| – | – | 0.03% | 112 |
|
2024
Q3 | $210K | Buy |
+795
| New | +$210K | 0.03% | 103 |
|
2023
Q3 | – | Sell |
-1,049
| Closed | -$213K | – | 88 |
|
2023
Q2 | $213K | Buy |
+1,049
| New | +$213K | 0.05% | 82 |
|