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CPWM LLC’s Vanguard Large-Cap ETF VV Stock Holding History

CPWM LLC’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
2022
Q3 		$468K Buy
2,863
+769
+37% +$140K 0.04% 198
2022
Q2 		$361K Sell
2,094
-1,294
-38% -$243K 0.03% 279
2022
Q1 		$706K Sell
3,388
-544
-14% -$112K 0.05% 179
2021
Q4 		$790K Buy
+3,932
New +$843K 0.06% 181
2021
Q2 		– Sell
-2,085
Closed -$386K – 348
2021
Q1 		$386K Buy
2,085
+95
+5% +$17.2K 0.03% 234
2020
Q4 		$350K Sell
1,990
-343
-15% -$57K 0.03% 234
2020
Q3 		$365K Buy
2,333
+160
+7% +$24.7K 0.04% 209
2020
Q2 		$311K Hold
2,173
– – 0.04% 216
2020
Q1 		$257K Buy
+2,173
New +$305K 0.04% 199

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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SC
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
PFO
Pathstone Family Office Englewood, New Jersey $12.8B AUM 21.02% 1-Year Est. Return