WealthShield Partners’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 | $517K | Hold |
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|
2025
Q1 | $466K | Buy |
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|
2024
Q4 | $161K | Hold |
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|
2024
Q3 | $158K | Hold |
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|
2024
Q2 | $150K | Sell |
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|
2024
Q1 | $152K | Hold |
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|
2023
Q4 | $138K | Sell |
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|
2023
Q3 | $338K | Sell |
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|
2023
Q2 | $353K | Hold |
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|
2023
Q1 | $325K | Buy |
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|
2022
Q4 | $299K | Buy |
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|
2022
Q3 | $277K | Buy |
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|
2022
Q2 | $288K | Buy |
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|
2022
Q1 | $338K | Buy |
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