TA
TruWealth 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 | $574K | Hold |
2,013
| – | – | 0.03% | 109 |
|
|
2025
Q1 | $517K | Buy |
2,013
+1
| +0% | +$257 | 0.03% | 108 |
|
|
2024
Q4 | $543K | Buy |
2,012
+2
| +0.1% | +$539 | 0.03% | 105 |
|
|
2024
Q3 | $529K | Buy |
2,010
+2
| +0.1% | +$526 | 0.03% | 102 |
|
|
2024
Q2 | $501K | Hold |
2,008
| – | – | 0.03% | 102 |
|
|
2024
Q1 | $482K | Buy |
2,008
+1
| +0% | +$240 | 0.03% | 104 |
|
|
2023
Q4 | $438K | Buy |
2,007
+532
| +36% | +$116K | 0.03% | 98 |
|
|
2023
Q3 | $289K | Buy |
1,475
+2
| +0.1% | +$391 | 0.02% | 117 |
|
|
2023
Q2 | $299K | Sell |
1,473
-47
| -3% | -$9.53K | 0.03% | 115 |
|
|
2023
Q1 | $284K | Buy |
1,520
+77
| +5% | +$14.4K | 0.03% | 123 |
|
|
2022
Q4 | $251K | Buy |
1,443
+75
| +5% | +$13.1K | 0.02% | 122 |
|
|
2022
Q3 | $224K | Buy |
1,368
+78
| +6% | +$12.8K | 0.02% | 123 |
|
|
2022
Q2 | $222K | Buy |
1,290
+219
| +20% | +$37.7K | 0.02% | 124 |
|
|
2022
Q1 | $223K | Buy |
+1,071
| New | +$223K | 0.02% | 115 |
|