EisnerAmper Wealth Management Corporate Benefits’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
2020 Q1	–	Sell	-4,633	Closed	-$685K	–	40
2019 Q4	$685K	Hold	4,633	–	–	0.47%	25
2019 Q3	$632K	Hold	4,633	–	–	0.46%	26
2019 Q2	$624K	Hold	4,633	–	–	0.46%	26
2019 Q1	$601K	Hold	4,633	–	–	0.45%	29
2018 Q4	$532K	Hold	4,633	–	–	0.46%	27
2018 Q3	$619K	Hold	4,633	–	–	0.48%	27
2018 Q2	$578K	Hold	4,633	–	–	0.47%	25
2018 Q1	$562K	Hold	4,633	–	–	0.47%	25
2017 Q4	$568K	Hold	4,633	–	–	0.46%	24
2017 Q3	$535K	Hold	4,633	–	–	0.46%	23
2017 Q2	$514K	Sell	4,633 -171	-4%	-$18.8K	0.44%	24
2017 Q1	$519K	Hold	4,804	–	–	0.45%	23
2016 Q4	$492K	Hold	4,804	–	–	0.42%	23
2016 Q3	$475K	Buy	+4,804	New	+$476K	0.41%	24
2015 Q4	–	Sell	-7,508	Closed	-$661K	–	74
2015 Q3	$661K	Hold	7,508	–	–	0.47%	51
2015 Q2	$712K	Hold	7,508	–	–	0.55%	28
2015 Q1	$715K	Hold	7,508	–	–	0.54%	35
2014 Q4	$708K	Buy	+7,508	New	+$693K	0.56%	30

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

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

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

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's VV Position: Q1 2020 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2020, closing a stake of 4,633 shares — an estimated $685K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in VV in Q4 2014 and held it in 18 quarters. The position peaked at $715K in Q1 2015. 564 funds tracked by Wall St. Rank hold VV as of Q1 2020.

EisnerAmper Wealth Management Corporate Benefits reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2020 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 4,633 Vanguard Morningstar Large-Cap ETF shares in Q1 2020, an estimated $685K.
EisnerAmper Wealth Management Corporate Benefits first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2014 and held it in 18 quarters.
EisnerAmper Wealth Management Corporate Benefits's Vanguard Morningstar Large-Cap ETF position peaked at $715K in Q1 2015.
564 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2020.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q1 2020, filed 1 Apr 2020.