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Founders Capital Management (Texas)’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Founders Capital Management (Texas)’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
2019
Q1 		– Sell
-35
Closed -$4K – 347
2018
Q4 		$4K Buy
+35
New +$4.33K ﹤0.01% 304

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Bank of America
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UBS Group
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PNC Financial Services Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Founders Capital Management (Texas)'s VV Position: Q1 2019 in Review

Founders Capital Management (Texas) sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2019, closing a stake of 35 shares — an estimated $4K sold.

Founders Capital Management (Texas) first reported a position in VV in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 477 funds tracked by Wall St. Rank hold VV as of Q1 2019.

  • Founders Capital Management (Texas) reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 35 Vanguard Morningstar Large-Cap ETF shares in Q1 2019, an estimated $4K.
  • Founders Capital Management (Texas) first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2018 and held it in 1 quarter.
  • Founders Capital Management (Texas)'s Vanguard Morningstar Large-Cap ETF position peaked at $4K in Q4 2018.
  • 477 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2019.

Based on Founders Capital Management (Texas)'s 13F filing for Q1 2019, filed 17 Apr 2019.