Ullmann Wealth Partners Group’s Vanguard Large-Cap ETF VV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,000
Closed -$221K 90
2021
Q4
$221K Hold
1,000
0.06% 82
2021
Q3
$201K Buy
+1,000
New +$201K 0.08% 81