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Godshalk Welsh Capital Management’s Vanguard Large-Cap ETF VV Stock Holding History

Godshalk Welsh Capital 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
2015
Q1 		– Sell
-1,049
Closed -$99K – 247
2014
Q4 		$99K Buy
+1,049
New +$96.8K 0.09% 167

Other funds holding VV

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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Godshalk Welsh Capital Management's VV Position: Q1 2015 in Review

Godshalk Welsh Capital Management sold out of Vanguard Large-Cap ETF (VV) in Q1 2015, closing a stake of 1,049 shares — an estimated $99K sold.

Godshalk Welsh Capital Management first reported a position in VV in Q4 2014 and held it in 1 quarter. The position peaked at $99K in Q4 2014. 252 funds tracked by Wall St. Rank hold VV as of Q1 2015.

  • Godshalk Welsh Capital Management reported no remaining Vanguard Large-Cap ETF position as of Q1 2015 after selling out during the quarter.
  • Godshalk Welsh Capital Management sold 1,049 Vanguard Large-Cap ETF shares in Q1 2015, an estimated $99K.
  • Godshalk Welsh Capital Management first reported a position in Vanguard Large-Cap ETF in Q4 2014 and held it in 1 quarter.
  • Godshalk Welsh Capital Management's Vanguard Large-Cap ETF position peaked at $99K in Q4 2014.
  • 252 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2015.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2015, filed 12 May 2015.