JOYN Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

JOYN Advisors’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
2019 Q1	–	Sell	-186	Closed	-$21K	–	1386
2018 Q4	$21K	Hold	186	–	–	﹤0.01%	651
2018 Q3	$25K	Hold	186	–	–	﹤0.01%	612
2018 Q2	$23K	Buy	186 +6	+3%	+$745	﹤0.01%	631
2018 Q1	$22K	Buy	+180	New	+$22.6K	﹤0.01%	655

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JOYN Advisors's VV Position: Q1 2019 in Review

JOYN Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2019, closing a stake of 186 shares — an estimated $21K sold.

JOYN Advisors first reported a position in VV in Q1 2018 and held it in 4 quarters. The position peaked at $25K in Q3 2018. 477 funds tracked by Wall St. Rank hold VV as of Q1 2019.

JOYN Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 186 Vanguard Morningstar Large-Cap ETF shares in Q1 2019, an estimated $21K.
JOYN Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $25K in Q3 2018.
477 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.