FinTrust Capital Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

FinTrust Capital 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 Q3	$68.5K	Buy	260 +248	+2,067%	+$62.9K	0.01%	503
2024 Q2	$3K	Hold	12	–	–	﹤0.01%	1141
2024 Q1	$2.88K	Buy	12 +8	+200%	+$1.83K	﹤0.01%	1071
2023 Q4	$873	Hold	4	–	–	﹤0.01%	1153
2023 Q3	$783	Hold	4	–	–	﹤0.01%	1141
2023 Q2	$697	Hold	4	–	–	﹤0.01%	1130
2023 Q1	$697	Hold	4	–	–	﹤0.01%	1121
2022 Q4	$697	Hold	4	–	–	﹤0.01%	1118
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	1202
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	1188
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	1192
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	1160
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	1139
2021 Q2	$1K	Sell	4 -77	-95%	-$15K	﹤0.01%	1150
2021 Q1	$15K	Hold	81	–	–	﹤0.01%	798
2020 Q4	$14K	Hold	81	–	–	﹤0.01%	764
2020 Q3	$13	Hold	81	–	–	﹤0.01%	743
2020 Q2	$12K	Buy	+81	New	+$11K	﹤0.01%	708

Other funds holding VV

Jones Financial Companies

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

Creative Planning

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

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

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

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

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

Northwestern Mutual Wealth Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group

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