Focused Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Focused Wealth Management’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	–	Sell	-40	Closed	-$8.64K	–	971
2023 Q4	$8.64K	Buy	40 +1	+3%	+$204	﹤0.01%	583
2023 Q3	$7.72K	Hold	39	–	–	﹤0.01%	575
2023 Q2	$7.96K	Hold	39	–	–	﹤0.01%	585
2023 Q1	$7.31K	Hold	39	–	–	﹤0.01%	594
2022 Q4	$6.79K	Hold	39	–	–	﹤0.01%	591
2022 Q3	$6K	Hold	39	–	–	﹤0.01%	605
2022 Q2	$7K	Buy	39 +1	+3%	+$188	﹤0.01%	570
2022 Q1	$8K	Hold	38	–	–	﹤0.01%	596
2021 Q4	$8K	Hold	38	–	–	﹤0.01%	639
2021 Q3	$8K	Hold	38	–	–	﹤0.01%	647
2021 Q2	$8K	Buy	+38	New	+$7.42K	﹤0.01%	654
2015 Q3	–	Sell	-999	Closed	-$95K	–	725
2015 Q2	$95K	Buy	+999	New	+$96.7K	0.06%	142

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

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

PNC Financial Services Group

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

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

Fidelity Investments

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