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

Domani 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
2021 Q2	–	Sell	-1,700	Closed	-$315K	–	134
2021 Q1	$315K	Hold	1,700	–	–	0.06%	102
2020 Q4	$299K	Hold	1,700	–	–	0.06%	100
2020 Q3	$266K	Hold	1,700	–	–	0.06%	105
2020 Q2	$243K	Hold	1,700	–	–	0.06%	111
2020 Q1	$201K	Sell	1,700 -900	-35%	-$126K	0.05%	121
2019 Q4	$384K	Hold	2,600	–	–	0.13%	77
2019 Q3	$354K	Hold	2,600	–	–	0.13%	74
2019 Q2	$350K	Hold	2,600	–	–	0.13%	74
2019 Q1	$337K	Hold	2,600	–	–	0.14%	76
2018 Q4	$299K	Sell	2,600 -200	-7%	-$24.8K	0.14%	76
2018 Q3	$374K	Hold	2,800	–	–	0.16%	68
2018 Q2	$349K	Hold	2,800	–	–	0.16%	74
2018 Q1	$339K	Hold	2,800	–	–	0.15%	73
2017 Q4	$343K	Hold	2,800	–	–	0.15%	74
2017 Q3	$323K	Hold	2,800	–	–	0.14%	75
2017 Q2	$311K	Sell	2,800 -200	-7%	-$22K	0.13%	75
2017 Q1	$324K	Hold	3,000	–	–	0.13%	73
2016 Q4	$307K	Hold	3,000	–	–	0.12%	75
2016 Q3	$297K	Buy	+3,000	New	+$297K	0.11%	91

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Domani Wealth's VV Position: Q2 2021 in Review

Domani Wealth sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2021, closing a stake of 1,700 shares — an estimated $315K sold.

Domani Wealth first reported a position in VV in Q3 2016 and held it in 19 quarters. The position peaked at $384K in Q4 2019. 748 funds tracked by Wall St. Rank hold VV as of Q2 2021.

Domani Wealth reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2021 after selling out during the quarter.
Domani Wealth sold 1,700 Vanguard Morningstar Large-Cap ETF shares in Q2 2021, an estimated $315K.
Domani Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2016 and held it in 19 quarters.
Domani Wealth's Vanguard Morningstar Large-Cap ETF position peaked at $384K in Q4 2019.
748 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2021.

Based on Domani Wealth's 13F filing for Q2 2021, filed 22 Jul 2021.