Evolution Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Evolution Wealth Advisors’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
2024 Q2	–	Sell	-2,686	Closed	-$644K	–	140
2024 Q1	$644K	Hold	2,686	–	–	0.12%	71
2023 Q4	$586K	Hold	2,686	–	–	0.12%	72
2023 Q3	$526K	Hold	2,686	–	–	0.12%	73
2023 Q2	$545K	Hold	2,686	–	–	0.12%	69
2023 Q1	$502K	Hold	2,686	–	–	0.12%	69
2022 Q4	$468K	Hold	2,686	–	–	0.12%	76
2022 Q3	$439K	Buy	+2,686	New	+$488K	0.12%	75

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Evolution Wealth Advisors's VV Position: Q2 2024 in Review

Evolution Wealth Advisors sold out of Vanguard Large-Cap ETF (VV) in Q2 2024, closing a stake of 2,686 shares — an estimated $644K sold.

Evolution Wealth Advisors first reported a position in VV in Q3 2022 and held it in 7 quarters. The position peaked at $644K in Q1 2024. 1,042 funds tracked by Wall St. Rank hold VV as of Q2 2024.

Evolution Wealth Advisors reported no remaining Vanguard Large-Cap ETF position as of Q2 2024 after selling out during the quarter.
Evolution Wealth Advisors sold 2,686 Vanguard Large-Cap ETF shares in Q2 2024, an estimated $644K.
Evolution Wealth Advisors first reported a position in Vanguard Large-Cap ETF in Q3 2022 and held it in 7 quarters.
Evolution Wealth Advisors's Vanguard Large-Cap ETF position peaked at $644K in Q1 2024.
1,042 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2024.

Based on Evolution Wealth Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.