Avantax Planning Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Avantax Planning Partners’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
2020 Q4	–	Sell	-1,335	Closed	-$209K	–	312
2020 Q3	$209K	Buy	+1,335	New	+$206K	0.01%	279
2018 Q4	–	Sell	-950	Closed	-$127K	–	1176
2018 Q3	$127K	Buy	+950	New	+$124K	0.01%	299
2018 Q2	–	Sell	-950	Closed	-$115K	–	1458
2018 Q1	$115K	Buy	+950	New	+$119K	0.01%	388

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Avantax Planning Partners's VV Position: Q4 2020 in Review

Avantax Planning Partners sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2020, closing a stake of 1,335 shares — an estimated $209K sold.

Avantax Planning Partners first reported a position in VV in Q1 2018 and held it in 3 quarters. The position peaked at $209K in Q3 2020. 699 funds tracked by Wall St. Rank hold VV as of Q4 2020.

Avantax Planning Partners reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2020 after selling out during the quarter.
Avantax Planning Partners sold 1,335 Vanguard Morningstar Large-Cap ETF shares in Q4 2020, an estimated $209K.
Avantax Planning Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2018 and held it in 3 quarters.
Avantax Planning Partners's Vanguard Morningstar Large-Cap ETF position peaked at $209K in Q3 2020.
699 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2020.

Based on Avantax Planning Partners's 13F filing for Q4 2020, filed 4 Feb 2021.