Guardian Wealth Advisors (North Carolina)’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2024 Q2	–	Sell	-20	Closed	-$4.8K	–	469
2024 Q1	$4.8K	Hold	20	–	–	﹤0.01%	407
2023 Q4	$4.36K	Hold	20	–	–	﹤0.01%	399
2023 Q3	$3.91K	Sell	20 -18	-47%	-$3.67K	﹤0.01%	381
2023 Q2	$7.7K	Hold	38	–	–	﹤0.01%	353
2023 Q1	$7.1K	Buy	38 +18	+90%	+$3.28K	﹤0.01%	350
2022 Q4	$3.48K	Sell	20 -90	-82%	-$15.8K	﹤0.01%	340
2022 Q3	$18K	Hold	110	–	–	﹤0.01%	272
2022 Q2	$19K	Buy	110 +60	+120%	+$11.3K	﹤0.01%	271
2022 Q1	$10K	Hold	50	–	–	﹤0.01%	215
2021 Q4	$11K	Buy	+50	New	+$10.7K	﹤0.01%	201

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s VV Position: Q2 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2024, closing a stake of 20 shares — an estimated $4.8K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in VV in Q4 2021 and held it in 10 quarters. The position peaked at $19K in Q2 2022. 1,044 funds tracked by Wall St. Rank hold VV as of Q2 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 20 Vanguard Morningstar Large-Cap ETF shares in Q2 2024, an estimated $4.8K.
Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and held it in 10 quarters.
Guardian Wealth Advisors (North Carolina)'s Vanguard Morningstar Large-Cap ETF position peaked at $19K in Q2 2022.
1,044 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2024, filed 14 Aug 2024.