Mirador Capital Partners’s Vanguard 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	0.9%	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

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

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

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America

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

UBS Group Zurich, Switzerland $564B 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

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

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

Fidelity Investments

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return