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

Grand 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
Q4 		– Sell
-76
Closed -$12K – 65
2022
Q3 		$12K Hold
76
– – 0.01% 55
2022
Q2 		$13K Hold
76
– – 0.01% 57
2022
Q1 		$16K Hold
76
– – 0.01% 54
2021
Q4 		$17K Buy
+76
New +$16.3K 0.01% 54

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Grand Wealth Management's VV Position: Q4 2022 in Review

Grand Wealth Management sold out of Vanguard Large-Cap ETF (VV) in Q4 2022, closing a stake of 76 shares — an estimated $12K sold.

Grand Wealth Management first reported a position in VV in Q4 2021 and held it in 4 quarters. The position peaked at $17K in Q4 2021. 892 funds tracked by Wall St. Rank hold VV as of Q4 2022.

  • Grand Wealth Management reported no remaining Vanguard Large-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Grand Wealth Management sold 76 Vanguard Large-Cap ETF shares in Q4 2022, an estimated $12K.
  • Grand Wealth Management first reported a position in Vanguard Large-Cap ETF in Q4 2021 and held it in 4 quarters.
  • Grand Wealth Management's Vanguard Large-Cap ETF position peaked at $17K in Q4 2021.
  • 892 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q4 2022.

Based on Grand Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.