Lehman & Derafelo Financial Resources’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Lehman & Derafelo Financial Resources’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
2021 Q4	–	Sell	-47	Closed	-$9K	–	190
2021 Q3	$9K	Hold	47	–	–	﹤0.01%	176
2021 Q2	$9K	Hold	47	–	–	﹤0.01%	201
2021 Q1	$9K	Hold	47	–	–	﹤0.01%	202
2020 Q4	$8K	Hold	47	–	–	﹤0.01%	201
2020 Q3	$7K	Hold	47	–	–	﹤0.01%	244
2020 Q2	$7K	Hold	47	–	–	﹤0.01%	229
2020 Q1	$6K	Hold	47	–	–	﹤0.01%	171
2019 Q4	$7K	Buy	+47	New	+$6.65K	﹤0.01%	183

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

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

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

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

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

Lehman & Derafelo Financial Resources's VV Position: Q4 2021 in Review

Lehman & Derafelo Financial Resources sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2021, closing a stake of 47 shares — an estimated $9K sold.

Lehman & Derafelo Financial Resources first reported a position in VV in Q4 2019 and held it in 8 quarters. The position peaked at $9K in Q3 2021. 865 funds tracked by Wall St. Rank hold VV as of Q4 2021.

Lehman & Derafelo Financial Resources reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2021 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 47 Vanguard Morningstar Large-Cap ETF shares in Q4 2021, an estimated $9K.
Lehman & Derafelo Financial Resources first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and held it in 8 quarters.
Lehman & Derafelo Financial Resources's Vanguard Morningstar Large-Cap ETF position peaked at $9K in Q3 2021.
865 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2021.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2021, filed 11 Feb 2022.