Laidlaw Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Laidlaw Wealth Management’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 Q2	–	Sell	-1,218	Closed	-$292K	–	189
2024 Q1	$292K	Hold	1,218	–	–	0.16%	143
2023 Q4	$266K	Sell	1,218 -21,449	-95%	-$4.38M	0.1%	198
2023 Q3	$4.44M	Sell	22,667 -922	-4%	-$188K	1.47%	10
2023 Q2	$4.78M	Sell	23,589 -927	-4%	-$178K	0.94%	22
2023 Q1	$4.58M	Sell	24,516 -120	-0.5%	-$21.8K	0.94%	19
2022 Q4	$4.29M	Buy	+24,636	New	+$4.32M	0.92%	19
2022 Q3	–	Sell	-24,084	Closed	-$4.15M	–	376
2022 Q2	$4.15M	Buy	24,084 +1,391	+6%	+$261K	0.85%	22
2022 Q1	$4.73M	Sell	22,693 -75	-0.3%	-$15.4K	0.79%	27
2021 Q4	$5.03M	Buy	+22,768	New	+$4.88M	0.8%	25

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 $13B AUM 17.65% 1-Year Est. Return

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Laidlaw Wealth Management's VV Position: Q2 2024 in Review

Laidlaw Wealth Management sold out of Vanguard Large-Cap ETF (VV) in Q2 2024, closing a stake of 1,218 shares — an estimated $292K sold.

Laidlaw Wealth Management first reported a position in VV in Q4 2021 and held it in 9 quarters. The position peaked at $5.03M in Q4 2021. 1,042 funds tracked by Wall St. Rank hold VV as of Q2 2024.

Laidlaw Wealth Management reported no remaining Vanguard Large-Cap ETF position as of Q2 2024 after selling out during the quarter.
Laidlaw Wealth Management sold 1,218 Vanguard Large-Cap ETF shares in Q2 2024, an estimated $292K.
Laidlaw Wealth Management first reported a position in Vanguard Large-Cap ETF in Q4 2021 and held it in 9 quarters.
Laidlaw Wealth Management's Vanguard Large-Cap ETF position peaked at $5.03M in Q4 2021.
1,042 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2024.

Based on Laidlaw Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.