Aire Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Aire Advisors’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 Q4	–	Sell	-1,177	Closed	-$230K	–	157
2023 Q3	$230K	Sell	1,177 -82	-7%	-$16.7K	0.06%	116
2023 Q2	$255K	Buy	1,259 +2	+0.2%	+$383	0.07%	115
2023 Q1	$235K	Sell	1,257 -156	-11%	-$28.4K	0.07%	117
2022 Q4	$246K	Sell	1,413 -449	-24%	-$78.8K	0.08%	116
2022 Q3	$305K	Buy	1,862 +6	+0.3%	+$1.09K	0.11%	103
2022 Q2	$320K	Buy	1,856 +6	+0.3%	+$1.13K	0.11%	103
2022 Q1	$386K	Buy	1,850 +4	+0.2%	+$822	0.14%	87
2021 Q4	$408K	Buy	+1,846	New	+$396K	0.18%	74

Other funds holding VV

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return