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

Hillcrest 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
2020 Q4	–	Sell	-1,400	Closed	-$219K	–	60
2020 Q3	$219K	Hold	1,400	–	–	0.16%	53
2020 Q2	$200K	Buy	+1,400	New	+$189K	0.17%	42
2019 Q2	–	Sell	-1,750	Closed	-$227K	–	42
2019 Q1	$227K	Sell	1,750 -1,500	-46%	-$188K	0.2%	38
2018 Q4	$373K	Buy	+3,250	New	+$402K	0.35%	32

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Hillcrest Wealth Advisors's VV Position: Q4 2020 in Review

Hillcrest Wealth Advisors sold out of Vanguard Large-Cap ETF (VV) in Q4 2020, closing a stake of 1,400 shares — an estimated $219K sold.

Hillcrest Wealth Advisors first reported a position in VV in Q4 2018 and held it in 4 quarters. The position peaked at $373K in Q4 2018. 699 funds tracked by Wall St. Rank hold VV as of Q4 2020.

Hillcrest Wealth Advisors reported no remaining Vanguard Large-Cap ETF position as of Q4 2020 after selling out during the quarter.
Hillcrest Wealth Advisors sold 1,400 Vanguard Large-Cap ETF shares in Q4 2020, an estimated $219K.
Hillcrest Wealth Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2018 and held it in 4 quarters.
Hillcrest Wealth Advisors's Vanguard Large-Cap ETF position peaked at $373K in Q4 2018.
699 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q4 2020.

Based on Hillcrest Wealth Advisors's 13F filing for Q4 2020, filed 3 Feb 2021.