Western Financial Corp’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
$748K Buy
+2,623
New +$748K 0.4% 72
2023
Q1
Sell
-1,658
Closed -$289K 124
2022
Q4
$289K Buy
+1,658
New +$289K 0.19% 93