Accel Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Accel Wealth Management’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-94	Closed	-$17.6K	–	858
2023 Q1	$17.6K	Sell	94 -10	-10%	-$1.82K	0.01%	750
2022 Q4	$18.1K	Sell	104 -11	-10%	-$1.93K	0.01%	580
2022 Q3	$20K	Sell	115 -10	-8%	-$1.82K	0.01%	557
2022 Q2	$22K	Buy	125 +32	+34%	+$6.01K	0.01%	526
2022 Q1	$19K	Hold	93	–	–	0.01%	578
2021 Q4	$20K	Buy	93 +1	+1%	+$214	0.01%	575
2021 Q3	$19K	Hold	92	–	–	0.01%	516
2021 Q2	$19K	Hold	92	–	–	0.01%	567
2021 Q1	$17K	Buy	92 +52	+130%	+$9.42K	0.01%	552
2020 Q4	$7K	Buy	+40	New	+$6.64K	0.01%	679

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Accel Wealth Management's VV Position: Q2 2023 in Review

Accel Wealth Management sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2023, closing a stake of 94 shares — an estimated $17.6K sold.

Accel Wealth Management first reported a position in VV in Q4 2020 and held it in 10 quarters. The position peaked at $22K in Q2 2022. 928 funds tracked by Wall St. Rank hold VV as of Q2 2023.

Accel Wealth Management reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 94 Vanguard Morningstar Large-Cap ETF shares in Q2 2023, an estimated $17.6K.
Accel Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $22K in Q2 2022.
928 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.