Values Added Financial’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 | $799K | Hold |
2,801
| – | – | 0.39% | 49 |
|
|
2025
Q1 | $720K | Hold |
2,801
| – | – | 0.4% | 48 |
|
|
2024
Q4 | $755K | Hold |
2,801
| – | – | 0.44% | 43 |
|
|
2024
Q3 | $737K | Hold |
2,801
| – | – | 0.47% | 39 |
|
|
2024
Q2 | $699K | Hold |
2,801
| – | – | 0.5% | 38 |
|
|
2024
Q1 | $672K | Hold |
2,801
| – | – | 0.52% | 36 |
|
|
2023
Q4 | $611K | Sell |
2,801
-2,262
| -45% | -$493K | 0.5% | 35 |
|
|
2023
Q3 | $991K | Hold |
5,063
| – | – | 0.9% | 26 |
|
|
2023
Q2 | $1.03M | Buy |
+5,063
| New | +$1.03M | 0.96% | 24 |
|