Wiser Advisor Group’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-139
| Closed | -$35.7K | – | 253 |
|
|
2025
Q1 | $35.7K | Hold |
139
| – | – | 0.05% | 112 |
|
|
2024
Q4 | $37.5K | Hold |
139
| – | – | 0.05% | 112 |
|
|
2024
Q3 | $36.6K | Hold |
139
| – | – | 0.05% | 114 |
|
|
2024
Q2 | $34.7K | Hold |
139
| – | – | 0.05% | 117 |
|
|
2024
Q1 | $33.3K | Hold |
139
| – | – | 0.05% | 118 |
|
|
2023
Q4 | $30.3K | Buy |
+139
| New | +$30.3K | 0.05% | 122 |
|