Avalon Investment & Advisory’s Vanguard Large-Cap ETF VV Stock Holding History

Avalon Investment & Advisory’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
2023 Q1	$374K	Hold	2,000	–	–	0.01%	272
2022 Q4	$348K	Hold	2,000	–	–	0.01%	277
2022 Q3	$327K	Hold	2,000	–	–	0.01%	256
2022 Q2	$345K	Hold	2,000	–	–	0.01%	257
2022 Q1	$417K	Hold	2,000	–	–	0.01%	254
2021 Q4	$442K	Hold	2,000	–	–	0.01%	259
2021 Q3	$402K	Hold	2,000	–	–	0.01%	294
2021 Q2	$401K	Hold	2,000	–	–	0.01%	297
2021 Q1	$371K	Hold	2,000	–	–	0.01%	302
2020 Q4	$351K	Hold	2,000	–	–	0.01%	307
2020 Q3	$313K	Hold	2,000	–	–	0.01%	294
2020 Q2	$286K	Hold	2,000	–	–	0.01%	270
2020 Q1	$237K	Buy	+2,000	New	+$281K	0.01%	288

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

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

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

Bank of America

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

Northwestern Mutual Wealth Management

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

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

PNC Financial Services Group

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

Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return