Newbridge Financial Services Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Newbridge Financial Services Group’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
2022 Q3	–	Sell	-16	Closed	-$3K	–	1488
2022 Q2	$3K	Buy	+16	New	+$3K	﹤0.01%	1138
2021 Q4	–	Sell	-29	Closed	-$6K	–	1549
2021 Q3	$6K	Buy	29 +1	+4%	+$207	﹤0.01%	989
2021 Q2	$6K	Buy	+28	New	+$5.46K	﹤0.01%	1100

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Newbridge Financial Services Group's VV Position: Q3 2022 in Review

Newbridge Financial Services Group sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q3 2022, closing a stake of 16 shares — an estimated $3K sold.

Newbridge Financial Services Group first reported a position in VV in Q2 2021 and held it in 3 quarters. The position peaked at $6K in Q3 2021. 822 funds tracked by Wall St. Rank hold VV as of Q3 2022.

Newbridge Financial Services Group reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q3 2022 after selling out during the quarter.
Newbridge Financial Services Group sold 16 Vanguard Morningstar Large-Cap ETF shares in Q3 2022, an estimated $3K.
Newbridge Financial Services Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2021 and held it in 3 quarters.
Newbridge Financial Services Group's Vanguard Morningstar Large-Cap ETF position peaked at $6K in Q3 2021.
822 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2022.

Based on Newbridge Financial Services Group's 13F filing for Q3 2022, filed 13 Oct 2022.