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Lloyd Advisory Services’s Vanguard Large-Cap ETF VV Stock Holding History

Lloyd Advisory Services’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
Q4 		– Sell
-5,094
Closed -$1.34M – 121
2024
Q3 		$1.34M Buy
+5,094
New +$1.29M 0.65% 36

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Creative Planning
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lloyd Advisory Services's VV Position: Q4 2024 in Review

Lloyd Advisory Services sold out of Vanguard Large-Cap ETF (VV) in Q4 2024, closing a stake of 5,094 shares — an estimated $1.34M sold.

Lloyd Advisory Services first reported a position in VV in Q3 2024 and held it in 1 quarter. The position peaked at $1.34M in Q3 2024. 1,183 funds tracked by Wall St. Rank hold VV as of Q4 2024.

  • Lloyd Advisory Services reported no remaining Vanguard Large-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Lloyd Advisory Services sold 5,094 Vanguard Large-Cap ETF shares in Q4 2024, an estimated $1.34M.
  • Lloyd Advisory Services first reported a position in Vanguard Large-Cap ETF in Q3 2024 and held it in 1 quarter.
  • Lloyd Advisory Services's Vanguard Large-Cap ETF position peaked at $1.34M in Q3 2024.
  • 1,183 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q4 2024.

Based on Lloyd Advisory Services's 13F filing for Q4 2024, filed 3 Feb 2025.