Investmark Advisory Group’s Vanguard Large-Cap ETF VV Stock Holding History

Investmark Advisory Group’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
2024 Q2	–	Sell	-5,052	Closed	-$1.21M	–	121
2024 Q1	$1.21M	Hold	5,052	–	–	0.66%	39
2023 Q4	$1.1M	Hold	5,052	–	–	0.65%	40
2023 Q3	$989K	Hold	5,052	–	–	0.67%	38
2023 Q2	$1.02M	Hold	5,052	–	–	0.68%	37
2023 Q1	$944K	Sell	5,052 -3,318	-40%	-$604K	0.69%	34
2022 Q4	$1.46M	Hold	8,370	–	–	1.08%	27
2022 Q3	$1.37M	Hold	8,370	–	–	1.23%	24
2022 Q2	$1.44M	Hold	8,370	–	–	1.43%	20
2022 Q1	$1.75M	Hold	8,370	–	–	1.8%	18
2021 Q4	$1.85M	Buy	+8,370	New	+$1.79M	1.73%	18

Other funds holding VV

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

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

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Investmark Advisory Group's VV Position: Q2 2024 in Review

Investmark Advisory Group sold out of Vanguard Large-Cap ETF (VV) in Q2 2024, closing a stake of 5,052 shares — an estimated $1.21M sold.

Investmark Advisory Group first reported a position in VV in Q4 2021 and held it in 10 quarters. The position peaked at $1.85M in Q4 2021. 1,042 funds tracked by Wall St. Rank hold VV as of Q2 2024.

Investmark Advisory Group reported no remaining Vanguard Large-Cap ETF position as of Q2 2024 after selling out during the quarter.
Investmark Advisory Group sold 5,052 Vanguard Large-Cap ETF shares in Q2 2024, an estimated $1.21M.
Investmark Advisory Group first reported a position in Vanguard Large-Cap ETF in Q4 2021 and held it in 10 quarters.
Investmark Advisory Group's Vanguard Large-Cap ETF position peaked at $1.85M in Q4 2021.
1,042 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2024.

Based on Investmark Advisory Group's 13F filing for Q2 2024, filed 14 Aug 2024.