Valmark Advisers’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
Q2 | $270K | Hold |
|
|||||
|
2025
Q1 | $244K | Hold |
|
|||||
|
2024
Q4 | $256K | Hold |
|
|||||
|
2024
Q3 | $250K | Hold |
|
|||||
|
2024
Q2 | $237K | Hold |
|
|||||
|
2024
Q1 | $227K | Hold |
|
|||||
|
2023
Q4 | $207K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $301K | Hold |
|
|||||
|
2021
Q3 | $273K | Sell |
|
|||||
|
2021
Q2 | $313K | Buy |
|
|||||
|
2021
Q1 | $251K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $228K | Hold |
|
|||||
|
2020
Q2 | $208K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $216K | Buy |
|