Aspire Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Aspire 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
2024 Q3	$799K	Sell	3,034 -82	-3%	-$20.8K	0.43%	48
2024 Q2	$778K	Sell	3,116 -16	-0.5%	-$3.84K	0.45%	43
2024 Q1	$751K	Buy	3,132 +17	+0.5%	+$3.89K	0.45%	43
2023 Q4	$680K	Buy	3,115 +86	+3%	+$17.6K	0.46%	44
2023 Q3	$593K	Buy	3,029 +1	+0%	+$204	0.45%	45
2023 Q2	$614K	Sell	3,028 -203	-6%	-$38.9K	0.46%	47
2023 Q1	$604K	Sell	3,231 -7	-0.2%	-$1.27K	0.49%	48
2022 Q4	$564K	Sell	3,238 -151	-4%	-$26.5K	0.49%	42
2022 Q3	$554K	Buy	3,389 +32	+1%	+$5.82K	0.52%	39
2022 Q2	$579K	Buy	3,357 +3	+0.1%	+$563	0.53%	39
2022 Q1	$699K	Buy	3,354 +1,323	+65%	+$272K	0.55%	40
2021 Q4	$449K	Buy	+2,031	New	+$436K	0.36%	46

Other funds holding VV

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Aspire Wealth Management's VV Position: Q3 2024 in Review

Aspire Wealth Management reduced its Vanguard Large-Cap ETF (VV) stake by 2.6% in Q3 2024, selling an estimated $20.8K and leaving 3,034 shares worth $799K. The position accounts for 0.43% of the portfolio, ranked #48.

Aspire Wealth Management first reported a position in VV in Q4 2021 and has held it in 12 quarters since. 1,099 funds tracked by Wall St. Rank hold VV as of Q3 2024.

Aspire Wealth Management held 3,034 shares of Vanguard Large-Cap ETF worth $799K as of Q3 2024.
Aspire Wealth Management sold 82 Vanguard Large-Cap ETF shares in Q3 2024, an estimated $20.8K.
Vanguard Large-Cap ETF made up 0.43% of Aspire Wealth Management's portfolio in Q3 2024, its #48 holding.
Aspire Wealth Management first reported a position in Vanguard Large-Cap ETF in Q4 2021 and has held it in 12 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.