Capital Advisory Group Advisory Services’s Vanguard Large-Cap ETF VV Stock Holding History

Capital Advisory Group Advisory Services’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
2021 Q4	–	Sell	-136	Closed	-$27K	–	509
2021 Q3	$27K	Hold	136	–	–	0.01%	300
2021 Q2	$27K	Hold	136	–	–	0.01%	303
2021 Q1	$25K	Hold	136	–	–	0.01%	297
2020 Q4	$24K	Hold	136	–	–	0.01%	299
2020 Q3	$21K	Hold	136	–	–	0.01%	262
2020 Q2	$19K	Hold	136	–	–	0.01%	261
2020 Q1	$16K	Hold	136	–	–	0.02%	192
2019 Q4	$20K	Hold	136	–	–	0.01%	139
2019 Q3	$19K	Hold	136	–	–	0.01%	217
2019 Q2	$18K	Hold	136	–	–	0.01%	228
2019 Q1	$18K	Hold	136	–	–	0.01%	223
2018 Q4	$16K	Hold	136	–	–	0.01%	205
2018 Q3	$18K	Buy	+136	New	+$17.8K	0.01%	205

Other funds holding VV

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return

PNC Financial Services Group

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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