Investors Asset Management of Georgia’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Investors Asset Management of Georgia’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
2022 Q4	–	Sell	-63	Closed	-$10K	–	518
2022 Q3	$10K	Hold	63	–	–	0.01%	468
2022 Q2	$11K	Buy	+63	New	+$11.8K	0.01%	396

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 $15.3B AUM 24.71% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Investors Asset Management of Georgia's VV Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2022, closing a stake of 63 shares — an estimated $10K sold.

Investors Asset Management of Georgia first reported a position in VV in Q2 2022 and held it in 2 quarters. The position peaked at $11K in Q2 2022. 892 funds tracked by Wall St. Rank hold VV as of Q4 2022.

Investors Asset Management of Georgia reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2022 after selling out during the quarter.
Investors Asset Management of Georgia sold 63 Vanguard Morningstar Large-Cap ETF shares in Q4 2022, an estimated $10K.
Investors Asset Management of Georgia first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2022 and held it in 2 quarters.
Investors Asset Management of Georgia's Vanguard Morningstar Large-Cap ETF position peaked at $11K in Q2 2022.
892 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.