Waverly 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 | $2.19M | Buy |
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|
2025
Q1 | $699K | Buy |
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|
2024
Q4 | $719K | Sell |
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|
2024
Q3 | $799K | Sell |
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|
2024
Q2 | $781K | Buy |
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|
2024
Q1 | $366K | Buy |
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|
2023
Q4 | $267K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $10K | Hold |
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|
2014
Q3 | $10K | Hold |
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|
2014
Q2 | $10K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $66K | Buy |
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