Total Wealth Planning’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
Sell
2025
Q1
$300K Hold
2024
Q4
$315K Sell
2024
Q3
$368K Hold
2024
Q2
$362K Hold
2024
Q1
$335K Sell
2023
Q4
$319K Buy
2023
Q3
$270K Hold
2023
Q2
$280K Sell
2023
Q1
$269K Hold
2022
Q4
$251K Sell
2022
Q3
$309K Sell
2022
Q2
$1.09M Sell
2022
Q1
$1.68M Buy