Union Savings Bank’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.4K | Buy |
313
+20
| +7% | +$5.84K | 0.04% | 185 |
|
|
2025
Q1 | $75.3K | Hold |
293
| – | – | 0.04% | 201 |
|
|
2024
Q4 | $79K | Buy |
293
+47
| +19% | +$12.7K | 0.04% | 197 |
|
|
2024
Q3 | $64.8K | Buy |
246
+31
| +14% | +$8.16K | 0.03% | 206 |
|
|
2024
Q2 | $53.7K | Buy |
215
+60
| +39% | +$15K | 0.03% | 214 |
|
|
2024
Q1 | $37.2K | Hold |
155
| – | – | 0.02% | 229 |
|
|
2023
Q4 | $33.8K | Hold |
155
| – | – | 0.02% | 233 |
|
|
2023
Q3 | $30.3K | Hold |
155
| – | – | 0.02% | 236 |
|
|
2023
Q2 | $32.5K | Buy |
+155
| New | +$32.5K | 0.02% | 229 |
|