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Archford Capital Strategies’s Vanguard Large-Cap ETF VV Stock Holding History

Archford Capital Strategies’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
2017
Q2 		– Sell
-173
Closed -$19K – 619
2017
Q1 		$19K Hold
173
– – 0.01% 379
2016
Q4 		$17K Hold
173
– – 0.01% 338
2016
Q3 		$17K Hold
173
– – 0.01% 338
2016
Q2 		$17K Buy
+173
New +$16.4K 0.01% 344
2016
Q1 		– Sell
-1,824
Closed -$171K – 604
2015
Q4 		$171K Buy
1,824
+173
+10% +$16.3K 0.08% 179
2015
Q3 		$145K Buy
+1,651
New +$154K 0.11% 130

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Archford Capital Strategies's VV Position: Q2 2017 in Review

Archford Capital Strategies sold out of Vanguard Large-Cap ETF (VV) in Q2 2017, closing a stake of 173 shares — an estimated $19K sold.

Archford Capital Strategies first reported a position in VV in Q3 2015 and held it in 6 quarters. The position peaked at $171K in Q4 2015. 358 funds tracked by Wall St. Rank hold VV as of Q2 2017.

  • Archford Capital Strategies reported no remaining Vanguard Large-Cap ETF position as of Q2 2017 after selling out during the quarter.
  • Archford Capital Strategies sold 173 Vanguard Large-Cap ETF shares in Q2 2017, an estimated $19K.
  • Archford Capital Strategies first reported a position in Vanguard Large-Cap ETF in Q3 2015 and held it in 6 quarters.
  • Archford Capital Strategies's Vanguard Large-Cap ETF position peaked at $171K in Q4 2015.
  • 358 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2017.

Based on Archford Capital Strategies's 13F filing for Q2 2017, filed 18 Aug 2017.