Verum Partners’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 | $254K | Hold |
890
| – | – | 0.06% | 145 |
|
|
2025
Q1 | $229K | Sell |
890
-219
| -20% | -$56.3K | 0.06% | 141 |
|
|
2024
Q4 | $299K | Sell |
1,109
-96
| -8% | -$25.9K | 0.09% | 122 |
|
|
2024
Q3 | $317K | Hold |
1,205
| – | – | 0.09% | 119 |
|
|
2024
Q2 | $301K | Hold |
1,205
| – | – | 0.1% | 113 |
|
|
2024
Q1 | $289K | Buy |
1,205
+219
| +22% | +$52.5K | 0.1% | 120 |
|
|
2023
Q4 | $215K | Sell |
986
-439
| -31% | -$95.7K | 0.09% | 133 |
|
|
2023
Q3 | $279K | Buy |
+1,425
| New | +$279K | 0.12% | 107 |
|