Lee Financial’s Vanguard 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	–	868
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

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

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

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

Northwestern Mutual Wealth Management

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

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

PNC Financial Services Group

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return