EWM
VV icon

Edge Wealth Management’s Vanguard 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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return