Lee Financial’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Lee Financial’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
2023 Q3	–	Sell	-162	Closed	-$32.8K	–	860
2023 Q2	$32.8K	Sell	162 -56	-26%	-$10.7K	0.01%	252
2023 Q1	$40.7K	Buy	218 +58	+36%	+$10.6K	0.01%	248
2022 Q4	$27.9K	Hold	160	–	–	﹤0.01%	299
2022 Q3	$26K	Sell	160 -49	-23%	-$8.91K	﹤0.01%	306
2022 Q2	$36K	Buy	209 +1	+0.5%	+$188	0.01%	271
2022 Q1	$43K	Hold	208	–	–	0.01%	255
2021 Q4	$46K	Hold	208	–	–	0.01%	265
2021 Q3	$42K	Buy	208 +1	+0.5%	+$207	0.01%	247
2021 Q2	$42K	Buy	+207	New	+$40.4K	0.01%	245

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Lee Financial's VV Position: Q3 2023 in Review

Lee Financial sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q3 2023, closing a stake of 162 shares — an estimated $32.8K sold.

Lee Financial first reported a position in VV in Q2 2021 and held it in 9 quarters. The position peaked at $46K in Q4 2021. 938 funds tracked by Wall St. Rank hold VV as of Q3 2023.

Lee Financial reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q3 2023 after selling out during the quarter.
Lee Financial sold 162 Vanguard Morningstar Large-Cap ETF shares in Q3 2023, an estimated $32.8K.
Lee Financial first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2021 and held it in 9 quarters.
Lee Financial's Vanguard Morningstar Large-Cap ETF position peaked at $46K in Q4 2021.
938 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2023.

Based on Lee Financial's 13F filing for Q3 2023, filed 9 Nov 2023.