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

Gupta 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
2016 Q1	$411K	Buy	4,373 +1,364	+45%	+$122K	0.1%	157
2015 Q4	$281K	Buy	3,009 +2,664	+772%	+$251K	0.07%	199
2015 Q3	$30K	Hold	345	–	–	0.01%	577
2015 Q2	$33K	Hold	345	–	–	0.01%	583
2015 Q1	$33K	Buy	+345	New	+$32.8K	0.01%	483

Other funds holding VV

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Gupta Wealth Management's VV Position: Q1 2016 in Review

Gupta Wealth Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 45% in Q1 2016, buying an estimated $122K and bringing the position to 4,373 shares worth $411K. The position accounts for 0.1% of the portfolio, ranked #157.

Gupta Wealth Management first reported a position in VV in Q1 2015 and has held it in 5 quarters since. 292 funds tracked by Wall St. Rank hold VV as of Q1 2016.

Gupta Wealth Management held 4,373 shares of Vanguard Morningstar Large-Cap ETF worth $411K as of Q1 2016.
Gupta Wealth Management bought 1,364 Vanguard Morningstar Large-Cap ETF shares in Q1 2016, an estimated $122K.
Vanguard Morningstar Large-Cap ETF made up 0.1% of Gupta Wealth Management's portfolio in Q1 2016, its #157 holding.
Gupta Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2015 and has held it in 5 quarters since.
292 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.