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

Connectus Wealth’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
2023 Q2	–	Sell	-1,348	Closed	-$252K	–	482
2023 Q1	$252K	Buy	+1,348	New	+$245K	0.01%	403
2022 Q2	–	Sell	-953	Closed	-$211K	–	479
2022 Q1	$211K	Buy	+953	New	+$196K	0.01%	348

Other funds holding VV

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

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

NMIFOAC

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Connectus Wealth's VV Position: Q2 2023 in Review

Connectus Wealth sold out of Vanguard Large-Cap ETF (VV) in Q2 2023, closing a stake of 1,348 shares — an estimated $252K sold.

Connectus Wealth first reported a position in VV in Q1 2022 and held it in 2 quarters. The position peaked at $252K in Q1 2023. 928 funds tracked by Wall St. Rank hold VV as of Q2 2023.

Connectus Wealth reported no remaining Vanguard Large-Cap ETF position as of Q2 2023 after selling out during the quarter.
Connectus Wealth sold 1,348 Vanguard Large-Cap ETF shares in Q2 2023, an estimated $252K.
Connectus Wealth first reported a position in Vanguard Large-Cap ETF in Q1 2022 and held it in 2 quarters.
Connectus Wealth's Vanguard Large-Cap ETF position peaked at $252K in Q1 2023.
928 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2023.

Based on Connectus Wealth's 13F filing for Q2 2023, filed 14 Aug 2023.