Venturi Wealth Management’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
Q3 | $797K | Hold |
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|
2025
Q2 | $739K | Buy |
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|
2025
Q1 | $547K | Hold |
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|
2024
Q4 | $574K | Sell |
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|
2024
Q3 | $566K | Sell |
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|
2024
Q2 | $581K | Hold |
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|
2024
Q1 | $558K | Hold |
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|
2023
Q4 | $508K | Sell |
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|
2023
Q3 | $462K | Sell |
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|
2023
Q2 | $487K | Buy |
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|
2023
Q1 | $233K | Sell |
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|
2022
Q4 | $262K | Sell |
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|
2022
Q3 | $249K | Sell |
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|
2022
Q2 | $273K | Sell |
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|
2022
Q1 | $333K | Hold |
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|
2021
Q4 | $353K | Hold |
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|
2021
Q3 | $321K | Sell |
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|
2021
Q2 | $325K | Sell |
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|
2021
Q1 | $305K | Sell |
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|
2020
Q4 | $295K | Hold |
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|
2020
Q3 | $263K | Hold |
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|
2020
Q2 | $240K | Sell |
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|
2020
Q1 | $222K | Sell |
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|
2019
Q4 | $312K | Buy |
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|
2019
Q3 | $255K | Sell |
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|
2019
Q2 | $273K | Buy |
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