U.S. Capital Wealth 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 | $698K | Sell |
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|
2025
Q2 | $647K | Sell |
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|
2025
Q1 | $588K | Buy |
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|
2024
Q4 | $612K | Sell |
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|
2024
Q3 | $639K | Buy |
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|
2024
Q2 | $603K | Buy |
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|
2024
Q1 | $575K | Buy |
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|
2023
Q4 | $370K | Buy |
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|
2023
Q3 | $331K | Buy |
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|
2023
Q2 | $342K | Sell |
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|
2023
Q1 | $330K | Buy |
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|
2022
Q4 | $291K | Buy |
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|
2022
Q3 | $272K | Buy |
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|
2022
Q2 | $286K | Sell |
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|
2022
Q1 | $355K | Buy |
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|
2021
Q4 | $339K | Hold |
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|
2021
Q3 | $308K | Buy |
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