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Investment Research & Advisory Group’s Vanguard Large-Cap ETF VV Stock Holding History

Investment Research & 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
Q1 		– Sell
-7
Closed -$1.53K – 238
2023
Q4 		$1.53K Buy
+7
New +$1.43K ﹤0.01% 189
2021
Q1 		– Sell
-300
Closed -$53K – 150
2020
Q4 		$53K Buy
+300
New +$49.8K 0.04% 94

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Investment Research & Advisory Group's VV Position: Q1 2024 in Review

Investment Research & Advisory Group sold out of Vanguard Large-Cap ETF (VV) in Q1 2024, closing a stake of 7 shares — an estimated $1.53K sold.

Investment Research & Advisory Group first reported a position in VV in Q4 2020 and held it in 2 quarters. The position peaked at $53K in Q4 2020. 1,045 funds tracked by Wall St. Rank hold VV as of Q1 2024.

  • Investment Research & Advisory Group reported no remaining Vanguard Large-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Investment Research & Advisory Group sold 7 Vanguard Large-Cap ETF shares in Q1 2024, an estimated $1.53K.
  • Investment Research & Advisory Group first reported a position in Vanguard Large-Cap ETF in Q4 2020 and held it in 2 quarters.
  • Investment Research & Advisory Group's Vanguard Large-Cap ETF position peaked at $53K in Q4 2020.
  • 1,045 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2024.

Based on Investment Research & Advisory Group's 13F filing for Q1 2024, filed 17 Apr 2024.