TruWealth Advisors’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
Q3 | $620K | Buy |
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|
2025
Q2 | $574K | Hold |
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|
2025
Q1 | $517K | Buy |
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|
2024
Q4 | $543K | Buy |
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|
2024
Q3 | $529K | Buy |
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|
2024
Q2 | $501K | Hold |
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|
2024
Q1 | $482K | Buy |
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|
2023
Q4 | $438K | Buy |
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|
2023
Q3 | $289K | Buy |
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|
2023
Q2 | $299K | Sell |
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|
2023
Q1 | $284K | Buy |
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|
2022
Q4 | $251K | Buy |
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|
2022
Q3 | $224K | Buy |
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|
2022
Q2 | $222K | Buy |
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|
2022
Q1 | $223K | Buy |
|