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Camarda Financial Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Camarda Financial 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
2013
Q3 		– Sell
-64
Closed -$5K – 245
2013
Q2 		$5K Buy
+64
New +$4.72K ﹤0.01% 208

Other funds holding VV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Camarda Financial Advisors's VV Position: Q3 2013 in Review

Camarda Financial Advisors sold out of Vanguard Large-Cap ETF (VV) in Q3 2013, closing a stake of 64 shares — an estimated $5K sold.

Camarda Financial Advisors first reported a position in VV in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 187 funds tracked by Wall St. Rank hold VV as of Q3 2013.

  • Camarda Financial Advisors reported no remaining Vanguard Large-Cap ETF position as of Q3 2013 after selling out during the quarter.
  • Camarda Financial Advisors sold 64 Vanguard Large-Cap ETF shares in Q3 2013, an estimated $5K.
  • Camarda Financial Advisors first reported a position in Vanguard Large-Cap ETF in Q2 2013 and held it in 1 quarter.
  • Camarda Financial Advisors's Vanguard Large-Cap ETF position peaked at $5K in Q2 2013.
  • 187 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2013.

Based on Camarda Financial Advisors's 13F filing for Q3 2013, filed 6 Nov 2013.