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

FirstPurpose Wealth’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 Q1	$415K	Buy	1,757 +9	+0.5%	+$2.06K	0.15%	124
2023 Q4	$381K	Buy	1,748 +123	+8%	+$25.1K	0.15%	130
2023 Q3	$318K	Sell	1,625 -40	-2%	-$8.15K	0.14%	124
2023 Q2	$338K	Buy	1,665 +334	+25%	+$64K	0.14%	121
2023 Q1	$249K	Sell	1,331 -460	-26%	-$83.8K	0.12%	150
2022 Q4	$312K	Buy	+1,791	New	+$314K	0.17%	111

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FirstPurpose Wealth's VV Position: Q1 2024 in Review

FirstPurpose Wealth increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.51% in Q1 2024, buying an estimated $2.06K and bringing the position to 1,757 shares worth $415K. The position accounts for 0.15% of the portfolio, ranked #124.

FirstPurpose Wealth first reported a position in VV in Q4 2022 and has held it in 6 quarters since. 1,045 funds tracked by Wall St. Rank hold VV as of Q1 2024.

FirstPurpose Wealth held 1,757 shares of Vanguard Morningstar Large-Cap ETF worth $415K as of Q1 2024.
FirstPurpose Wealth bought 9 Vanguard Morningstar Large-Cap ETF shares in Q1 2024, an estimated $2.06K.
Vanguard Morningstar Large-Cap ETF made up 0.15% of FirstPurpose Wealth's portfolio in Q1 2024, its #124 holding.
FirstPurpose Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 6 quarters since.
1,045 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.