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

Concert 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
Q2 		– Sell
-1,970
Closed -$202K – 436
2017
Q1 		$202K Buy
+1,970
New +$210K 0.05% 446
2016
Q4 		– Sell
-2,029
Closed -$202K – 925
2016
Q3 		$202K Buy
+2,029
New +$201K 0.02% 644

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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Concert Wealth Management's VV Position: Q2 2017 in Review

Concert Wealth Management sold out of Vanguard Large-Cap ETF (VV) in Q2 2017, closing a stake of 1,970 shares — an estimated $202K sold.

Concert Wealth Management first reported a position in VV in Q3 2016 and held it in 2 quarters. The position peaked at $202K in Q1 2017. 358 funds tracked by Wall St. Rank hold VV as of Q2 2017.

  • Concert Wealth Management reported no remaining Vanguard Large-Cap ETF position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 1,970 Vanguard Large-Cap ETF shares in Q2 2017, an estimated $202K.
  • Concert Wealth Management first reported a position in Vanguard Large-Cap ETF in Q3 2016 and held it in 2 quarters.
  • Concert Wealth Management's Vanguard Large-Cap ETF position peaked at $202K in Q1 2017.
  • 358 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.