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Freedman Financial Associates’s Vanguard Large-Cap ETF VV Stock Holding History

Freedman Financial Associates’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
2022
Q2 		– Sell
-515
Closed -$109K – 424
2022
Q1 		$109K Hold
515
– – 0.08% 119
2021
Q4 		$114K Hold
515
– – 0.08% 113
2021
Q3 		$103K Hold
515
– – 0.08% 113
2021
Q2 		$103K Hold
515
– – 0.08% 107
2021
Q1 		$95K Hold
515
– – 0.08% 110
2020
Q4 		$91K Buy
+515
New +$85.6K 0.08% 103

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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Freedman Financial Associates's VV Position: Q2 2022 in Review

Freedman Financial Associates sold out of Vanguard Large-Cap ETF (VV) in Q2 2022, closing a stake of 515 shares — an estimated $109K sold.

Freedman Financial Associates first reported a position in VV in Q4 2020 and held it in 6 quarters. The position peaked at $114K in Q4 2021. 847 funds tracked by Wall St. Rank hold VV as of Q2 2022.

  • Freedman Financial Associates reported no remaining Vanguard Large-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 515 Vanguard Large-Cap ETF shares in Q2 2022, an estimated $109K.
  • Freedman Financial Associates first reported a position in Vanguard Large-Cap ETF in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Vanguard Large-Cap ETF position peaked at $114K in Q4 2021.
  • 847 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.