Walkner Condon Financial Advisors’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 | $851K | Sell |
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|
2025
Q1 | $767K | Sell |
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|
2024
Q4 | $807K | Buy |
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|
2024
Q3 | $389K | Sell |
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|
2024
Q2 | $382K | Buy |
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|
2024
Q1 | $367K | Hold |
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|
2023
Q4 | $334K | Sell |
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|
2023
Q3 | $300K | Sell |
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|
2023
Q2 | $325K | Hold |
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|
2023
Q1 | $300K | Sell |
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|
2022
Q4 | $281K | Sell |
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|
2022
Q3 | $265K | Sell |
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|
2022
Q2 | $300K | Buy |
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|
2022
Q1 | $344K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $336K | Sell |
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|
2021
Q2 | $352K | Hold |
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|
2021
Q1 | $325K | Hold |
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|
2020
Q4 | $309K | Buy |
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