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

DeDora 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
2022
Q2 		– Sell
-120
Closed -$25K – 387
2022
Q1 		$25K Buy
+120
New +$24.6K 0.01% 218
2020
Q1 		– Sell
-120
Closed -$18K – 123
2019
Q4 		$18K Buy
+120
New +$17K 0.01% 106

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DeDora Capital's VV Position: Q2 2022 in Review

DeDora Capital sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2022, closing a stake of 120 shares — an estimated $25K sold.

DeDora Capital first reported a position in VV in Q4 2019 and held it in 2 quarters. The position peaked at $25K in Q1 2022. 847 funds tracked by Wall St. Rank hold VV as of Q2 2022.

  • DeDora Capital reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • DeDora Capital sold 120 Vanguard Morningstar Large-Cap ETF shares in Q2 2022, an estimated $25K.
  • DeDora Capital first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and held it in 2 quarters.
  • DeDora Capital's Vanguard Morningstar Large-Cap ETF position peaked at $25K in Q1 2022.
  • 847 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2022.

Based on DeDora Capital's 13F filing for Q2 2022, filed 27 Jul 2022.