WealthPlan Investment Management’s Vanguard Large-Cap ETF VV Stock Holding History

WealthPlan Investment Management’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$440K	Buy
2025 Q2	$407K	Buy
2025 Q1	$357K	Buy
2024 Q4	$374K	Hold
2024 Q3	$365K	Buy
2024 Q1	–	Sell
2023 Q4	$302K	Buy
2023 Q3	–	Sell
2023 Q2	$78K	Hold
2023 Q1	$71.9K	Buy