Trevian Wealth Management’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 | $340K | Hold |
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|
2025
Q1 | $306K | Hold |
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|
2024
Q4 | $321K | Hold |
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|
2024
Q3 | $313K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $285K | Hold |
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|
2023
Q4 | $260K | Hold |
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|
2023
Q3 | $233K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $226K | Hold |
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|
2022
Q4 | $211K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $209K | Hold |
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|
2022
Q1 | $253K | Hold |
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|
2021
Q4 | $268K | Buy |
|