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

Atlas Private 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
2021 Q4	–	Sell	-240	Closed	-$48K	–	695
2021 Q3	$48K	Hold	240	–	–	0.03%	239
2021 Q2	$48K	Sell	240 -110	-31%	-$21.5K	0.03%	235
2021 Q1	$65K	Buy	350 +110	+46%	+$19.9K	0.04%	209
2020 Q4	$42K	Hold	240	–	–	0.03%	242
2020 Q3	$38K	Hold	240	–	–	0.03%	234
2020 Q2	$34K	Buy	+240	New	+$32.4K	0.03%	253

Other funds holding VV

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atlas Private Wealth Advisors's VV Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2021, closing a stake of 240 shares — an estimated $48K sold.

Atlas Private Wealth Advisors first reported a position in VV in Q2 2020 and held it in 6 quarters. The position peaked at $65K in Q1 2021. 865 funds tracked by Wall St. Rank hold VV as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 240 Vanguard Morningstar Large-Cap ETF shares in Q4 2021, an estimated $48K.
Atlas Private Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $65K in Q1 2021.
865 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.