LWS Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

LWS Wealth Advisors’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 Q4	$3.23M	Sell	14,816 -194	-1%	-$39.7K	1.21%	23
2023 Q3	$2.94M	Sell	15,010 -13	-0.1%	-$2.65K	1.29%	23
2023 Q2	$3.04M	Buy	15,023 +1,955	+15%	+$375K	1.28%	23
2023 Q1	$2.44M	Sell	13,068 -1,275	-9%	-$232K	1%	26
2022 Q4	$2.5M	Buy	14,343 +9	+0.1%	+$1.58K	1.05%	25
2022 Q3	$2.34M	Buy	14,334 +229	+2%	+$41.6K	0.9%	25
2022 Q2	$2.43M	Sell	14,105 -126	-0.9%	-$23.6K	1.15%	24
2022 Q1	$2.97M	Sell	14,231 -7	-0%	-$1.44K	1.26%	22
2021 Q4	$3.15M	Buy	14,238 +249	+2%	+$53.4K	1.29%	23
2021 Q3	$2.81M	Buy	13,989 +5	+0%	+$1.03K	1.23%	23
2021 Q2	$2.81M	Buy	13,984 +1,174	+9%	+$229K	1.25%	23
2021 Q1	$2.37M	Buy	12,810 +1,168	+10%	+$212K	1.08%	25
2020 Q4	$2.05M	Sell	11,642 -1,415	-11%	-$235K	0.92%	23
2020 Q3	$2.04M	Sell	13,057 -938	-7%	-$145K	1%	23
2020 Q2	$2M	Sell	13,995 -2,539	-15%	-$343K	1.05%	23
2020 Q1	$1.96M	Buy	16,534 +16,021	+3,123%	+$2.25M	1.27%	20
2019 Q4	$76K	Buy	+513	New	+$72.6K	0.04%	65

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LWS Wealth Advisors's VV Position: Q4 2023 in Review

LWS Wealth Advisors reduced its Vanguard Large-Cap ETF (VV) stake by 1.3% in Q4 2023, selling an estimated $39.7K and leaving 14,816 shares worth $3.23M. The position accounts for 1.21% of the portfolio, ranked #23.

LWS Wealth Advisors first reported a position in VV in Q4 2019 and has held it in 17 quarters since. 1,037 funds tracked by Wall St. Rank hold VV as of Q4 2023.

LWS Wealth Advisors held 14,816 shares of Vanguard Large-Cap ETF worth $3.23M as of Q4 2023.
LWS Wealth Advisors sold 194 Vanguard Large-Cap ETF shares in Q4 2023, an estimated $39.7K.
Vanguard Large-Cap ETF made up 1.21% of LWS Wealth Advisors's portfolio in Q4 2023, its #23 holding.
LWS Wealth Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2019 and has held it in 17 quarters since.
1,037 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.