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

Engrave Wealth Partners’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
Q2 		– Sell
-370
Closed -$43K – 500
2020
Q1 		$43K Hold
370
– – 0.05% 106
2019
Q4 		$54K Buy
+370
New +$52.3K 0.05% 122

Other funds holding VV

Jones Financial Companies
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Engrave Wealth Partners's VV Position: Q2 2020 in Review

Engrave Wealth Partners sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2020, closing a stake of 370 shares — an estimated $43K sold.

Engrave Wealth Partners first reported a position in VV in Q4 2019 and held it in 2 quarters. The position peaked at $54K in Q4 2019. 595 funds tracked by Wall St. Rank hold VV as of Q2 2020.

  • Engrave Wealth Partners reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 370 Vanguard Morningstar Large-Cap ETF shares in Q2 2020, an estimated $43K.
  • Engrave Wealth Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and held it in 2 quarters.
  • Engrave Wealth Partners's Vanguard Morningstar Large-Cap ETF position peaked at $54K in Q4 2019.
  • 595 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2020.

Based on Engrave Wealth Partners's 13F filing for Q2 2020, filed 14 Jul 2020.