WP
WealthShield Partners’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Hold |
1,812
| – | – | 0.06% | 234 |
|
|
2025
Q1 | $466K | Buy |
1,812
+1,215
| +204% | +$312K | 0.06% | 225 |
|
|
2024
Q4 | $161K | Hold |
597
| – | – | 0.02% | 303 |
|
|
2024
Q3 | $158K | Hold |
597
| – | – | 0.02% | 314 |
|
|
2024
Q2 | $150K | Sell |
597
-35
| -6% | -$8.77K | 0.02% | 298 |
|
|
2024
Q1 | $152K | Hold |
632
| – | – | 0.02% | 290 |
|
|
2023
Q4 | $138K | Sell |
632
-1,097
| -63% | -$239K | 0.02% | 300 |
|
|
2023
Q3 | $338K | Sell |
1,729
-10
| -0.6% | -$1.96K | 0.05% | 241 |
|
|
2023
Q2 | $353K | Hold |
1,739
| – | – | 0.05% | 234 |
|
|
2023
Q1 | $325K | Buy |
1,739
+25
| +1% | +$4.67K | 0.05% | 241 |
|
|
2022
Q4 | $299K | Buy |
1,714
+23
| +1% | +$4.01K | 0.06% | 242 |
|
|
2022
Q3 | $277K | Buy |
1,691
+19
| +1% | +$3.11K | 0.05% | 251 |
|
|
2022
Q2 | $288K | Buy |
1,672
+52
| +3% | +$8.96K | 0.06% | 252 |
|
|
2022
Q1 | $338K | Buy |
+1,620
| New | +$338K | 0.05% | 273 |
|