Wallace Advisory Group’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
2024 Q2	–	Sell	-1,849	Closed	-$403K	–	201
2024 Q1	$403K	Buy	+1,849	New	+$403K	0.3%	94
2023 Q1	–	Sell	-8,669	Closed	-$1.51M	–	190
2022 Q4	$1.51M	Buy	+8,669	New	+$1.51M	1.19%	13