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Integrated Wealth Management (Palm Desert)’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q4 		– Sell
-394
Closed -$39K – 995
2016
Q3 		$39K Buy
394
+276
+234% +$27.3K 0.01% 460
2016
Q2 		$11K Buy
+118
New +$11.2K ﹤0.01% 743

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s VV Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2016, closing a stake of 394 shares — an estimated $39K sold.

Integrated Wealth Management (Palm Desert) first reported a position in VV in Q2 2016 and held it in 2 quarters. The position peaked at $39K in Q3 2016. 340 funds tracked by Wall St. Rank hold VV as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 394 Vanguard Morningstar Large-Cap ETF shares in Q4 2016, an estimated $39K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2016 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s Vanguard Morningstar Large-Cap ETF position peaked at $39K in Q3 2016.
  • 340 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.