AWM
VV icon

Accel Wealth Management’s Vanguard 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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return