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

Apriem 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
2018
Q3 		– Sell
-92
Closed -$11K – 385
2018
Q2 		$11K Buy
+92
New +$11.4K ﹤0.01% 418

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Apriem Advisors's VV Position: Q3 2018 in Review

Apriem Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q3 2018, closing a stake of 92 shares — an estimated $11K sold.

Apriem Advisors first reported a position in VV in Q2 2018 and held it in 1 quarter. The position peaked at $11K in Q2 2018. 449 funds tracked by Wall St. Rank hold VV as of Q3 2018.

  • Apriem Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Apriem Advisors sold 92 Vanguard Morningstar Large-Cap ETF shares in Q3 2018, an estimated $11K.
  • Apriem Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2018 and held it in 1 quarter.
  • Apriem Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $11K in Q2 2018.
  • 449 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.