TPA
Trivium Point Advisory’s Vanguard Large-Cap ETF VV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $966K | Sell |
3,384
-166
| -5% | -$47.4K | 0.1% | 174 |
|
2025
Q1 | $913K | Buy |
3,550
+2
| +0.1% | +$514 | 0.11% | 175 |
|
2024
Q4 | $957K | Buy |
3,548
+1
| +0% | +$270 | 0.12% | 172 |
|
2024
Q3 | $975K | Buy |
3,547
+2
| +0.1% | +$550 | 0.14% | 168 |
|
2024
Q2 | $885K | Buy |
+3,545
| New | +$885K | 0.13% | 166 |
|