Catamount Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Catamount Wealth Management’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
2017 Q1	–	Sell	-59	Closed	-$6K	–	186
2016 Q4	$6K	Hold	59	–	–	﹤0.01%	134
2016 Q3	$6K	Hold	59	–	–	0.01%	126
2016 Q2	$6K	Hold	59	–	–	0.01%	114
2016 Q1	$6K	Hold	59	–	–	0.01%	108
2015 Q4	$6K	Buy	+59	New	+$5.55K	0.01%	103

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SBSB

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Catamount Wealth Management's VV Position: Q1 2017 in Review

Catamount Wealth Management sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2017, closing a stake of 59 shares — an estimated $6K sold.

Catamount Wealth Management first reported a position in VV in Q4 2015 and held it in 5 quarters. The position peaked at $6K in Q4 2016. 350 funds tracked by Wall St. Rank hold VV as of Q1 2017.

Catamount Wealth Management reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2017 after selling out during the quarter.
Catamount Wealth Management sold 59 Vanguard Morningstar Large-Cap ETF shares in Q1 2017, an estimated $6K.
Catamount Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2015 and held it in 5 quarters.
Catamount Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $6K in Q4 2016.
350 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2017.

Based on Catamount Wealth Management's 13F filing for Q1 2017, filed 12 May 2017.