FWM
VV icon

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

Frontier 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
2022
Q2 		$349K Buy
2,024
+12
+0.6% +$2.25K 0.03% 283
2022
Q1 		$406K Buy
2,012
+10
+0.5% +$2.05K 0.01% 274
2021
Q4 		$443K Buy
2,002
+76
+4% +$16.3K 0.03% 280
2021
Q3 		$387K Buy
1,926
+4
+0.2% +$827 0.03% 299
2021
Q2 		$386K Buy
1,922
+9
+0.5% +$1.76K 0.03% 301
2021
Q1 		$355K Buy
1,913
+100
+6% +$18.1K 0.03% 282
2020
Q4 		$319K Buy
1,813
+36
+2% +$5.98K 0.03% 286
2020
Q3 		$278K Buy
1,777
+8
+0.5% +$1.23K 0.03% 294
2020
Q2 		$253K Buy
1,769
+2
+0.1% +$270 0.02% 298
2020
Q1 		$209K Buy
+1,767
New +$248K 0.03% 264
2019
Q4 		– Sell
-1,577
Closed -$215K – 328
2019
Q3 		$215K Buy
1,577
+11
+0.7% +$1.49K 0.03% 277
2019
Q2 		$211K Sell
1,566
-855
-35% -$113K 0.03% 275
2019
Q1 		$314K Buy
2,421
+6
+0.2% +$750 0.04% 270
2018
Q4 		$277K Buy
2,415
+314
+15% +$38.9K 0.04% 274
2018
Q3 		$281K Sell
2,101
-93
-4% -$12.2K 0.03% 314
2018
Q2 		$274K Buy
2,194
+15
+0.7% +$1.86K 0.04% 302
2018
Q1 		$264K Buy
+2,179
New +$274K 0.04% 321
2017
Q4 		– Sell
-2,138
Closed -$247K – 405
2017
Q3 		$247K Buy
+2,138
New +$242K 0.04% 326

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 $5.82B 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 $564B AUM 30.12% 1-Year Est. Return