Aveo Capital Partners’s Vanguard Morningstar 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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

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

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

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Aveo Capital Partners's VV Position: Q2 2024 in Review

Aveo Capital Partners sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2024, closing a stake of 6,654 shares — an estimated $1.56M sold.

Aveo Capital Partners first reported a position in VV in Q2 2020 and held it in 16 quarters. The position peaked at $1.56M in Q1 2024. 1,043 funds tracked by Wall St. Rank hold VV as of Q2 2024.

Aveo Capital Partners reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2024 after selling out during the quarter.
Aveo Capital Partners sold 6,654 Vanguard Morningstar Large-Cap ETF shares in Q2 2024, an estimated $1.56M.
Aveo Capital Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2020 and held it in 16 quarters.
Aveo Capital Partners's Vanguard Morningstar Large-Cap ETF position peaked at $1.56M in Q1 2024.
1,043 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2024.

Based on Aveo Capital Partners's 13F filing for Q2 2024, filed 2 Aug 2024.