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

ForthRight 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
2021
Q1 		– Sell
-10
Closed -$2K – 180
2020
Q4 		$2K Buy
+10
New +$1.66K ﹤0.01% 169

Other funds holding VV

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NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

ForthRight Wealth Management's VV Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Vanguard Large-Cap ETF (VV) in Q1 2021, closing a stake of 10 shares — an estimated $2K sold.

ForthRight Wealth Management first reported a position in VV in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 720 funds tracked by Wall St. Rank hold VV as of Q1 2021.

  • ForthRight Wealth Management reported no remaining Vanguard Large-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 10 Vanguard Large-Cap ETF shares in Q1 2021, an estimated $2K.
  • ForthRight Wealth Management first reported a position in Vanguard Large-Cap ETF in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's Vanguard Large-Cap ETF position peaked at $2K in Q4 2020.
  • 720 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.