WP
Wealthspan 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 | $258K | Hold |
903
| – | – | 0.11% | 100 |
|
2025
Q1 | $232K | Hold |
903
| – | – | 0.11% | 100 |
|
2024
Q4 | $244K | Hold |
903
| – | – | 0.12% | 96 |
|
2024
Q3 | $238K | Hold |
903
| – | – | 0.12% | 98 |
|
2024
Q2 | $225K | Hold |
903
| – | – | 0.12% | 94 |
|
2024
Q1 | $217K | Buy |
+903
| New | +$217K | 0.13% | 92 |
|