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Bordeaux Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Bordeaux 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
2024
Q1 		– Sell
-1,667
Closed -$364K – 126
2023
Q4 		$364K Buy
+1,667
New +$341K 0.12% 73

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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Vanguard Group
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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bordeaux Wealth Advisors's VV Position: Q1 2024 in Review

Bordeaux Wealth Advisors sold out of Vanguard Large-Cap ETF (VV) in Q1 2024, closing a stake of 1,667 shares — an estimated $364K sold.

Bordeaux Wealth Advisors first reported a position in VV in Q4 2023 and held it in 1 quarter. The position peaked at $364K in Q4 2023. 1,045 funds tracked by Wall St. Rank hold VV as of Q1 2024.

  • Bordeaux Wealth Advisors reported no remaining Vanguard Large-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Bordeaux Wealth Advisors sold 1,667 Vanguard Large-Cap ETF shares in Q1 2024, an estimated $364K.
  • Bordeaux Wealth Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2023 and held it in 1 quarter.
  • Bordeaux Wealth Advisors's Vanguard Large-Cap ETF position peaked at $364K in Q4 2023.
  • 1,045 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2024.

Based on Bordeaux Wealth Advisors's 13F filing for Q1 2024, filed 29 Apr 2024.