Valtinson Bruner Financial Planning’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 | $265K | Sell |
928
-186
| -17% | -$53.1K | 0.08% | 122 |
|
|
2025
Q1 | $286K | Hold |
1,114
| – | – | 0.1% | 107 |
|
|
2024
Q4 | $300K | Hold |
1,114
| – | – | 0.1% | 110 |
|
|
2024
Q3 | $293K | Hold |
1,114
| – | – | 0.1% | 109 |
|
|
2024
Q2 | $278K | Hold |
1,114
| – | – | 0.11% | 103 |
|
|
2024
Q1 | $267K | Hold |
1,114
| – | – | 0.11% | 100 |
|
|
2023
Q4 | $243K | Hold |
1,114
| – | – | 0.12% | 103 |
|
|
2023
Q3 | $218K | Hold |
1,114
| – | – | 0.12% | 108 |
|
|
2023
Q2 | $226K | Sell |
1,114
-53
| -5% | -$10.7K | 0.12% | 104 |
|
|
2023
Q1 | $218K | Buy |
+1,167
| New | +$218K | 0.12% | 109 |
|