MinichMacGregor Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

MinichMacGregor Wealth Management’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
2018 Q4	–	Sell	-96	Closed	-$12K	–	517
2018 Q3	$12K	Hold	96	–	–	0.01%	299
2018 Q2	$12K	Hold	96	–	–	0.01%	285
2018 Q1	$11K	Hold	96	–	–	0.01%	297
2017 Q4	$11K	Hold	96	–	–	0.01%	292
2017 Q3	$11K	Hold	96	–	–	0.01%	277
2017 Q2	$10K	Hold	96	–	–	0.01%	277
2017 Q1	$10K	Buy	+96	New	+$10.2K	0.01%	279

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MinichMacGregor Wealth Management's VV Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2018, closing a stake of 96 shares — an estimated $12K sold.

MinichMacGregor Wealth Management first reported a position in VV in Q1 2017 and held it in 7 quarters. The position peaked at $12K in Q3 2018. 458 funds tracked by Wall St. Rank hold VV as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 96 Vanguard Morningstar Large-Cap ETF shares in Q4 2018, an estimated $12K.
MinichMacGregor Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2017 and held it in 7 quarters.
MinichMacGregor Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $12K in Q3 2018.
458 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.