Wealth Dimensions Group’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 | $304K | Hold |
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|
2025
Q1 | $274K | Hold |
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|
2024
Q4 | $287K | Sell |
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|
2024
Q3 | $309K | Buy |
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|
2024
Q2 | $292K | Hold |
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|
2024
Q1 | $281K | Hold |
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|
2023
Q4 | $255K | Hold |
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|
2023
Q3 | $229K | Hold |
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|
2023
Q2 | $237K | Hold |
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|
2023
Q1 | $219K | Hold |
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|
2022
Q4 | $204K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Hold |
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|
2022
Q1 | $244K | Hold |
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|
2021
Q4 | $259K | Hold |
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|
2021
Q3 | $235K | Hold |
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|
2021
Q2 | $235K | Hold |
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|
2021
Q1 | $217K | Hold |
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|
2020
Q4 | $206K | Buy |
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