Winthrop Advisory Group’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
Q3
$690K Sell
2025
Q2
$646K Hold
2025
Q1
$581K Buy
2024
Q4
$608K Sell
2024
Q3
$620K Buy
2024
Q2
$585K Hold
2024
Q1
$562K Buy
2023
Q4
$305K Buy
2023
Q3
$234K Buy