Fort Pitt Capital Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Fort Pitt Capital Group’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	$364K	Hold	1,383	–	–	0.01%	110
2024 Q2	$345K	Hold	1,383	–	–	0.01%	101
2024 Q1	$332K	Hold	1,383	–	–	0.01%	110
2023 Q4	$302K	Sell	1,383 -10	-0.7%	-$2.04K	0.01%	115
2023 Q3	$273K	Buy	1,393 +10	+0.7%	+$2.04K	0.01%	110
2023 Q2	$280K	Hold	1,383	–	–	0.01%	105
2023 Q1	$258K	Hold	1,383	–	–	0.01%	109
2022 Q4	$241K	Hold	1,383	–	–	0.01%	125
2022 Q3	$226K	Hold	1,383	–	–	0.01%	114
2022 Q2	$238K	Hold	1,383	–	–	0.01%	117
2022 Q1	$288K	Hold	1,383	–	–	0.01%	119
2021 Q4	$306K	Hold	1,383	–	–	0.01%	125
2021 Q3	$278K	Hold	1,383	–	–	0.01%	116
2021 Q2	$278K	Hold	1,383	–	–	0.01%	156
2021 Q1	$256K	Hold	1,383	–	–	0.01%	127
2020 Q4	$243K	Sell	1,383 -155	-10%	-$25.8K	0.01%	117
2020 Q3	$241K	Hold	1,538	–	–	0.01%	125
2020 Q2	$220K	Buy	+1,538	New	+$208K	0.01%	158
2020 Q1	–	Sell	-1,538	Closed	-$227K	–	193
2019 Q4	$227K	Buy	+1,538	New	+$218K	0.01%	152

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

Fort Pitt Capital Group's VV Position: Q3 2024 in Review

Fort Pitt Capital Group held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2024 at 1,383 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #110.

Fort Pitt Capital Group first reported a position in VV in Q4 2019 and has held it in 19 quarters since. 1,100 funds tracked by Wall St. Rank hold VV as of Q3 2024.

Fort Pitt Capital Group held 1,383 shares of Vanguard Morningstar Large-Cap ETF worth $364K as of Q3 2024.
Fort Pitt Capital Group left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2024.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Fort Pitt Capital Group's portfolio in Q3 2024, its #110 holding.
Fort Pitt Capital Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 19 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2024.

Based on Fort Pitt Capital Group's 13F filing for Q3 2024, filed 29 Oct 2024.