Kessler Investment Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Kessler Investment 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
2022 Q4	–	Sell	-41	Closed	-$7K	–	191
2022 Q3	$7K	Hold	41	–	–	0.01%	144
2022 Q2	$7K	Hold	41	–	–	0.01%	132
2022 Q1	$9K	Hold	41	–	–	0.01%	134
2021 Q4	$9K	Hold	41	–	–	0.01%	134
2021 Q3	$8K	Sell	41 -41	-50%	-$8.47K	0.01%	130
2021 Q2	$16K	Hold	82	–	–	0.01%	97
2021 Q1	$15K	Hold	82	–	–	0.02%	79
2020 Q4	$14K	Buy	+82	New	+$13.6K	0.02%	88

Other funds holding VV

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

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

NMIFOAC

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return

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

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

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Kessler Investment Group's VV Position: Q4 2022 in Review

Kessler Investment Group sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2022, closing a stake of 41 shares — an estimated $7K sold.

Kessler Investment Group first reported a position in VV in Q4 2020 and held it in 8 quarters. The position peaked at $16K in Q2 2021. 893 funds tracked by Wall St. Rank hold VV as of Q4 2022.

Kessler Investment Group reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2022 after selling out during the quarter.
Kessler Investment Group sold 41 Vanguard Morningstar Large-Cap ETF shares in Q4 2022, an estimated $7K.
Kessler Investment Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and held it in 8 quarters.
Kessler Investment Group's Vanguard Morningstar Large-Cap ETF position peaked at $16K in Q2 2021.
893 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2022.

Based on Kessler Investment Group's 13F filing for Q4 2022, filed 31 Jan 2023.