Leelyn Smith’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Leelyn Smith’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 Q1	–	Sell	-37	Closed	-$8K	–	409
2021 Q4	$8K	Buy	+37	New	+$7.93K	﹤0.01%	307
2021 Q2	–	Sell	-549	Closed	-$102K	–	395
2021 Q1	$102K	Hold	549	–	–	0.03%	164
2020 Q4	$96K	Buy	549 +441	+408%	+$73.3K	0.03%	165
2020 Q3	$17K	Buy	+108	New	+$16.7K	0.01%	235
2020 Q1	–	Sell	-108	Closed	-$16K	–	360
2019 Q4	$16K	Buy	+108	New	+$15.3K	0.01%	239

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Leelyn Smith's VV Position: Q1 2022 in Review

Leelyn Smith sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2022, closing a stake of 37 shares — an estimated $8K sold.

Leelyn Smith first reported a position in VV in Q4 2019 and held it in 5 quarters. The position peaked at $102K in Q1 2021. 865 funds tracked by Wall St. Rank hold VV as of Q1 2022.

Leelyn Smith reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2022 after selling out during the quarter.
Leelyn Smith sold 37 Vanguard Morningstar Large-Cap ETF shares in Q1 2022, an estimated $8K.
Leelyn Smith first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and held it in 5 quarters.
Leelyn Smith's Vanguard Morningstar Large-Cap ETF position peaked at $102K in Q1 2021.
865 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2022.

Based on Leelyn Smith's 13F filing for Q1 2022, filed 11 May 2022.