Mirador Capital Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Mirador Capital Partners’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
2020 Q1	–	Sell	-15,006	Closed	-$2.22M	–	174
2019 Q4	$2.22M	Buy	15,006 +286	+2%	+$40.5K	0.89%	35
2019 Q3	$2.01M	Sell	14,720 -1,085	-7%	-$147K	0.9%	36
2019 Q2	$2.13M	Sell	15,805 -2,956	-16%	-$391K	1.05%	31
2019 Q1	$2.44M	Buy	18,761 +1,660	+10%	+$208K	1.32%	24
2018 Q4	$1.96M	Buy	17,101 +111	+0.7%	+$13.7K	1.21%	29
2018 Q3	$2.27M	Buy	16,990 +155	+0.9%	+$20.3K	1.11%	27
2018 Q2	$2.1M	Sell	16,835 -353	-2%	-$43.9K	1.14%	29
2018 Q1	$2.09M	Buy	17,188 +65	+0.4%	+$8.16K	1.46%	22
2017 Q4	$2.1M	Buy	17,123 +2,022	+13%	+$242K	1.15%	28
2017 Q3	$1.75M	Buy	15,101 +77	+0.5%	+$8.72K	1.03%	35
2017 Q2	$1.71M	Buy	+15,024	New	+$1.65M	1.05%	28

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mirador Capital Partners's VV Position: Q1 2020 in Review

Mirador Capital Partners sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2020, closing a stake of 15,006 shares — an estimated $2.22M sold.

Mirador Capital Partners first reported a position in VV in Q2 2017 and held it in 11 quarters. The position peaked at $2.44M in Q1 2019. 564 funds tracked by Wall St. Rank hold VV as of Q1 2020.

Mirador Capital Partners reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2020 after selling out during the quarter.
Mirador Capital Partners sold 15,006 Vanguard Morningstar Large-Cap ETF shares in Q1 2020, an estimated $2.22M.
Mirador Capital Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2017 and held it in 11 quarters.
Mirador Capital Partners's Vanguard Morningstar Large-Cap ETF position peaked at $2.44M in Q1 2019.
564 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2020.

Based on Mirador Capital Partners's 13F filing for Q1 2020, filed 11 May 2020.