HWA
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HHM Wealth Advisors’s Vanguard 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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SC
Samlyn Capital New York $5.82B AUM 36.3% 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 $564B AUM 30.12% 1-Year Est. Return