West Financial Advisors, LLC Vanguard Large Cap ETF Transaction History

West Financial Advisors, LLC

$602 Million
Q3 2025

A detailed history of West Financial Advisors, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, West Financial Advisors, LLC holds 22 shares of VV stock, worth $6,829. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 43 48.84%

Holding current value

$6,829

Previous $12,000 50.0%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$285.05 - $309.14 $5,986 - $6,491	-21 Reduced 48.84%	22 $6,000
Q2 2025 Jul 21, 2025	SELL	$228.25 - $285.3 $5,706 - $7,132	-25 Reduced 36.76%	43 $12,000
Q1 2025 Apr 09, 2025	SELL	$253.32 - $282.66 $2,533 - $2,826	-10 Reduced 12.82%	68 $17,000
Q2 2024 Jul 15, 2024	SELL	$227.27 - $251.65 $4,999 - $5,536	-22 Reduced 22.0%	78 $19,000
Q1 2024 Apr 11, 2024	SELL	$214.62 - $240.49 $3,433 - $3,847	-16 Reduced 13.79%	100 $23,000

Q4 2023 Jan 11, 2024	SELL	$188.0 - $219.17 $5,640 - $6,575	-30 Reduced 20.55%	116 $25,000
Q3 2023 Oct 10, 2023	SELL	$195.09 - $209.59 $4,291 - $4,610	-22 Reduced 13.1%	146 $28,000
Q2 2023 Jul 07, 2023	SELL	$184.38 - $202.72 $4,056 - $4,459	-22 Reduced 11.58%	168 $34,000
Q3 2022 Oct 11, 2022	SELL	$163.56 - $196.95 $1,635 - $1,969	-10 Reduced 5.0%	190 $31,000
Q1 2022 Apr 18, 2022	SELL	$191.25 - $221.63 $4,781 - $5,540	-25 Reduced 11.11%	200 $42,000
Q4 2020 Feb 02, 2021	BUY	$152.54 - $175.74 $34,321 - $39,541	225 New	225 $32 Million

Others Institutions Holding VV

# of Institutions

1,422

Shares Held

107M

Call Options Held

20.7K

Put Options Held

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

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West Financial Advisors, LLC Vanguard Large Cap ETF Transaction History