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

Edge Wealth Management’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 Q1	–	Sell	-560	Closed	-$124K	–	456
2021 Q4	$124K	Hold	560	–	–	0.02%	118
2021 Q3	$113K	Hold	560	–	–	0.02%	121
2021 Q2	$112K	Hold	560	–	–	0.02%	126
2021 Q1	$104K	Hold	560	–	–	0.02%	135
2020 Q4	$98K	Sell	560 -215	-28%	-$35.7K	0.02%	134
2020 Q3	$121K	Hold	775	–	–	0.03%	137
2020 Q2	$111K	Buy	775 +165	+27%	+$22.3K	0.02%	189
2020 Q1	$73K	Hold	610	–	–	0.02%	201
2019 Q4	$90K	Sell	610 -70	-10%	-$9.9K	0.02%	206
2019 Q3	$92K	Buy	+680	New	+$92.3K	0.02%	196
2015 Q1	–	Sell	-447	Closed	-$42K	–	484
2014 Q4	$42K	Hold	447	–	–	0.02%	209
2014 Q3	$40K	Buy	+447	New	+$40.6K	0.02%	210

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

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

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

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

Edge Wealth Management's VV Position: Q1 2022 in Review

Edge Wealth Management sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2022, closing a stake of 560 shares — an estimated $124K sold.

Edge Wealth Management first reported a position in VV in Q3 2014 and held it in 12 quarters. The position peaked at $124K in Q4 2021. 864 funds tracked by Wall St. Rank hold VV as of Q1 2022.

Edge Wealth Management reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 560 Vanguard Morningstar Large-Cap ETF shares in Q1 2022, an estimated $124K.
Edge Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2014 and held it in 12 quarters.
Edge Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $124K in Q4 2021.
864 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.