WealthPlan Investment Management’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 | $407K | Buy |
1,428
+39
| +3% | +$11.1K | 0.03% | 261 |
|
|
2025
Q1 | $357K | Buy |
1,389
+4
| +0.3% | +$1.03K | 0.04% | 205 |
|
|
2024
Q4 | $374K | Hold |
1,385
| – | – | 0.04% | 198 |
|
|
2024
Q3 | $365K | Buy |
+1,385
| New | +$365K | 0.04% | 180 |
|
|
2024
Q1 | – | Sell |
-1,385
| Closed | -$302K | – | 204 |
|
|
2023
Q4 | $302K | Buy |
+1,385
| New | +$302K | 0.05% | 152 |
|
|
2023
Q3 | – | Sell |
-385
| Closed | -$78K | – | 357 |
|
|
2023
Q2 | $78K | Hold |
385
| – | – | 0.02% | 170 |
|
|
2023
Q1 | $71.9K | Buy |
+385
| New | +$71.9K | 0.01% | 220 |
|