United Advisor 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
2025 Q2	$268K	Buy	940 +83	+10%	+$23.7K	0.05%	330
2025 Q1	$220K	Sell	857 -15	-2%	-$3.86K	0.05%	327
2024 Q4	$235K	Buy	+872	New	+$235K	0.05%	330
2024 Q3	–	Sell	-932	Closed	-$233K	–	356
2024 Q2	$233K	Buy	+932	New	+$233K	0.07%	235