TBWA
Three Bridge Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Hold |
1,815
| – | – | 0.14% | 64 |
|
|
2025
Q1 | $467K | Hold |
1,815
| – | – | 0.16% | 61 |
|
|
2024
Q4 | $490K | Hold |
1,815
| – | – | 0.17% | 59 |
|
|
2024
Q3 | $479K | Hold |
1,815
| – | – | 0.18% | 59 |
|
|
2024
Q2 | $455K | Hold |
1,815
| – | – | 0.18% | 61 |
|
|
2024
Q1 | $435K | Hold |
1,815
| – | – | 0.17% | 66 |
|
|
2023
Q4 | $396K | Hold |
1,815
| – | – | 0.14% | 67 |
|
|
2023
Q3 | $355K | Hold |
1,815
| – | – | 0.15% | 66 |
|
|
2023
Q2 | $368K | Hold |
1,815
| – | – | 0.16% | 67 |
|
|
2023
Q1 | $339K | Hold |
1,815
| – | – | 0.16% | 65 |
|
|
2022
Q4 | $316K | Hold |
1,815
| – | – | 0.17% | 62 |
|
|
2022
Q3 | $297K | Hold |
1,815
| – | – | 0.15% | 68 |
|
|
2022
Q2 | $313K | Hold |
1,815
| – | – | 0.15% | 68 |
|
|
2022
Q1 | $378K | Buy |
+1,815
| New | +$378K | 0.11% | 66 |
|