JPLA
VV icon

Joseph P. Lucia & Associates’s Vanguard Large-Cap ETF VV Stock Holding History

Joseph P. Lucia & Associates’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
Q3 		– Sell
-384
Closed -$66K – 437
2022
Q2 		$66K Hold
384
– – 0.05% 164
2022
Q1 		$80K Buy
+384
New +$78.9K 0.05% 165
2021
Q4 		– Sell
-384
Closed -$77K – 549
2021
Q3 		$77K Hold
384
– – 0.05% 188
2021
Q2 		$77K Hold
384
– – 0.05% 191
2021
Q1 		$71K Hold
384
– – 0.03% 181
2020
Q4 		$67K Buy
+384
New +$63.8K 0.05% 168
2020
Q3 		– Sell
-384
Closed -$55K – 454
2020
Q2 		$55K Hold
384
– – 0.05% 166
2020
Q1 		$45K Hold
384
– – 0.05% 163
2019
Q4 		$57K Hold
384
– – 0.05% 164
2019
Q3 		$52K Buy
+384
New +$52.1K 0.05% 169

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
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
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
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $12.8B AUM 21.02% 1-Year Est. Return