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

Iams 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
2023
Q4 		– Sell
-3,359
Closed -$657K – 128
2023
Q3 		$657K Buy
+3,359
New +$684K 0.45% 69
2023
Q2 		– Sell
-3,732
Closed -$715K – 224
2023
Q1 		$688K Buy
+3,732
New +$680K 0.57% 57

Other funds holding VV

Jones Financial Companies
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Iams Wealth Management's VV Position: Q4 2023 in Review

Iams Wealth Management sold out of Vanguard Large-Cap ETF (VV) in Q4 2023, closing a stake of 3,359 shares — an estimated $657K sold.

Iams Wealth Management first reported a position in VV in Q1 2023 and held it in 2 quarters. The position peaked at $688K in Q1 2023. 1,037 funds tracked by Wall St. Rank hold VV as of Q4 2023.

  • Iams Wealth Management reported no remaining Vanguard Large-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Iams Wealth Management sold 3,359 Vanguard Large-Cap ETF shares in Q4 2023, an estimated $657K.
  • Iams Wealth Management first reported a position in Vanguard Large-Cap ETF in Q1 2023 and held it in 2 quarters.
  • Iams Wealth Management's Vanguard Large-Cap ETF position peaked at $688K in Q1 2023.
  • 1,037 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q4 2023.

Based on Iams Wealth Management's 13F filing for Q4 2023, filed 7 Feb 2024.