FinTrust Capital Advisors’s Vanguard Morningstar 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	$13K	Hold	81	–	–	﹤0.01%	743
2020 Q2	$12K	Buy	+81	New	+$11K	﹤0.01%	708

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

FinTrust Capital Advisors's VV Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 2,067% in Q3 2024, buying an estimated $62.9K and bringing the position to 260 shares worth $68.5K. The position accounts for 0.01% of the portfolio, ranked #503.

FinTrust Capital Advisors first reported a position in VV in Q2 2020 and has held it in 18 quarters since. 1,100 funds tracked by Wall St. Rank hold VV as of Q3 2024.

FinTrust Capital Advisors held 260 shares of Vanguard Morningstar Large-Cap ETF worth $68.5K as of Q3 2024.
FinTrust Capital Advisors bought 248 Vanguard Morningstar Large-Cap ETF shares in Q3 2024, an estimated $62.9K.
Vanguard Morningstar Large-Cap ETF made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #503 holding.
FinTrust Capital Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2020 and has held it in 18 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.