Aveo Capital Partners’s Vanguard Large-Cap ETF VV Stock Holding History

Aveo Capital 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
2024 Q2	–	Sell	-6,654	Closed	-$1.56M	–	373
2024 Q1	$1.56M	Buy	6,654 +224	+3%	+$51.3K	0.17%	108
2023 Q4	$1.4M	Sell	6,430 -545	-8%	-$111K	0.17%	106
2023 Q3	$1.36M	Buy	6,975 +516	+8%	+$105K	0.18%	107
2023 Q2	$1.31M	Buy	6,459 +681	+12%	+$131K	0.17%	109
2023 Q1	$1.08M	Buy	5,778 +6	+0.1%	+$1.09K	0.14%	110
2022 Q4	$1.01M	Buy	5,772 +457	+9%	+$80.2K	0.15%	110
2022 Q3	$869K	Buy	5,315 +6	+0.1%	+$1.09K	0.15%	110
2022 Q2	$915K	Buy	5,309 +356	+7%	+$66.8K	0.15%	122
2022 Q1	$1.03M	Buy	4,953 +5	+0.1%	+$1.03K	0.18%	108
2021 Q4	$1.09M	Buy	4,948 +1,355	+38%	+$291K	0.2%	104
2021 Q3	$722K	Buy	3,593 +2,000	+126%	+$413K	0.15%	128
2021 Q2	$320K	Hold	1,593	–	–	0.07%	204
2021 Q1	$295K	Buy	1,593 +95	+6%	+$17.2K	0.07%	196
2020 Q4	$263K	Sell	1,498 -41	-3%	-$6.81K	0.41%	55
2020 Q3	$241K	Buy	1,539 +41	+3%	+$6.32K	0.09%	173
2020 Q2	$214K	Buy	+1,498	New	+$203K	0.43%	50

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

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

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

Northwestern Mutual Wealth Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group

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

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