HHM Wealth Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

HHM Wealth Advisors’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
2023 Q2	–	Sell	-169	Closed	-$31.6K	–	859
2023 Q1	$31.6K	Sell	169 -93	-35%	-$16.9K	0.01%	339
2022 Q4	$45.6K	Sell	262 -48	-15%	-$8.42K	0.01%	255
2022 Q3	$51K	Hold	310	–	–	0.01%	231
2022 Q2	$53K	Hold	310	–	–	0.01%	271
2022 Q1	$65K	Sell	310 -350	-53%	-$71.9K	0.02%	266
2021 Q4	$146K	Sell	660 -42	-6%	-$9.01K	0.04%	175
2021 Q3	$141K	Sell	702 -15	-2%	-$3.1K	0.04%	171
2021 Q2	$144K	Sell	717 -150	-17%	-$29.3K	0.04%	169
2021 Q1	$161K	Hold	867	–	–	0.05%	137
2020 Q4	$152K	Hold	867	–	–	0.05%	124
2020 Q3	$136K	Sell	867 -60	-6%	-$9.25K	0.05%	118
2020 Q2	$133K	Hold	927	–	–	0.06%	109
2020 Q1	$110K	Buy	+927	New	+$130K	0.05%	112

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

NMIFOAC

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

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

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

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

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

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

HHM Wealth Advisors's VV Position: Q2 2023 in Review

HHM Wealth Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2023, closing a stake of 169 shares — an estimated $31.6K sold.

HHM Wealth Advisors first reported a position in VV in Q1 2020 and held it in 13 quarters. The position peaked at $161K in Q1 2021. 929 funds tracked by Wall St. Rank hold VV as of Q2 2023.

HHM Wealth Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2023 after selling out during the quarter.
HHM Wealth Advisors sold 169 Vanguard Morningstar Large-Cap ETF shares in Q2 2023, an estimated $31.6K.
HHM Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and held it in 13 quarters.
HHM Wealth Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $161K in Q1 2021.
929 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2023.

Based on HHM Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.