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

ARS Wealth 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
2014
Q2 		– Sell
-2,520
Closed -$217K – 79
2014
Q1 		$217K Buy
+2,520
New +$213K 0.13% 57

Other funds holding VV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ARS Wealth Advisors's VV Position: Q2 2014 in Review

ARS Wealth Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2014, closing a stake of 2,520 shares — an estimated $217K sold.

ARS Wealth Advisors first reported a position in VV in Q1 2014 and held it in 1 quarter. The position peaked at $217K in Q1 2014. 218 funds tracked by Wall St. Rank hold VV as of Q2 2014.

  • ARS Wealth Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2014 after selling out during the quarter.
  • ARS Wealth Advisors sold 2,520 Vanguard Morningstar Large-Cap ETF shares in Q2 2014, an estimated $217K.
  • ARS Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2014 and held it in 1 quarter.
  • ARS Wealth Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $217K in Q1 2014.
  • 218 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2014.

Based on ARS Wealth Advisors's 13F filing for Q2 2014, filed 11 Jun 2021.