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Congress Park Capital’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Congress Park Capital’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
2018
Q4 		– Sell
-4,915
Closed -$656K – 102
2018
Q3 		$656K Buy
+4,915
New +$644K 0.59% 43

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Creative Planning
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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

Congress Park Capital's VV Position: Q4 2018 in Review

Congress Park Capital sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2018, closing a stake of 4,915 shares — an estimated $656K sold.

Congress Park Capital first reported a position in VV in Q3 2018 and held it in 1 quarter. The position peaked at $656K in Q3 2018. 458 funds tracked by Wall St. Rank hold VV as of Q4 2018.

  • Congress Park Capital reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Congress Park Capital sold 4,915 Vanguard Morningstar Large-Cap ETF shares in Q4 2018, an estimated $656K.
  • Congress Park Capital first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2018 and held it in 1 quarter.
  • Congress Park Capital's Vanguard Morningstar Large-Cap ETF position peaked at $656K in Q3 2018.
  • 458 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2018.

Based on Congress Park Capital's 13F filing for Q4 2018, filed 6 Feb 2019.